Alexander S Garrett
Investment adviser representative at Svb Wealth
17 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
17 years in the industry.
- Svb WealthDec 2024 to now
- First Citizens BankMar 2024 to now
- Regimen Wealth, LccDec 2022 to Mar 2024
- Oppenheimer & Co. IncDec 2018 to Dec 2022
- UnemployedJun 2018 to Dec 2018
- Ameririprise Financial Servises IncJun 2018 to Jun 2018
- Bank of America,NADec 2009 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2009 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5004399
- Firm CRD
- 172832