Cary Lee Beach
Investment adviser representative at Svb Wealth
13 yearsExperience
1 stateRegistered in
$3.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Svb WealthSep 2025 to now
- First Citizens Asset ManagementSep 2025 to now
- First Citizens BankSep 2025 to now
- First Citizens Investor ServicesSep 2025 to now
- The Huntington National BankFeb 2023 to Sep 2025
- The Huntington Investment CompanySep 2013 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (SC).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4445764
- Firm CRD
- 172832