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Tiiffany Mah Maclean

Investment adviser representative at Svb Asset Management
11 yearsExperience
1 stateRegistered in
$32.3BFirm assets
23 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Svb Asset ManagementAug 2025 to now
  2. First Citizens BankJun 2025 to now
  3. First Citizens Capital Securities, LLCJun 2025 to now
  4. Cadaret Grant & Co., Inc.Jan 2025 to Jun 2025
  5. UnemployedNov 2024 to Jan 2025
  6. Hornor Townsend & Kent, LLCJan 2014 to Nov 2024

Exams passed

  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (PA).

Svb Asset Management

$32.3BAssets managed
458Clients
8Advisers
23 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
4623327
Firm CRD
124567
Advisor's SEC record (opens in a new tab)
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