Michael C Finley
Investment adviser representative at Svb Wealth
10 yearsExperience
17 statesRegistered 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
10 years in the industry.
- Tim Edwards Services, LLCDec 2025 to now
- First Citizens BankOct 2025 to now
- First Citizens Investor ServicesOct 2025 to now
- Svb WealthMay 2016 to now
- Boston Private Wealth LLCJun 2016 to Jul 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 17 states (AL, CA, CO, CT, FL, GA, IA, IL, IN, MA, MI, NJ, NY, OR, PA, TX, WI).
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
- 4531876
- Firm CRD
- 172832