David Thomas Buxton
Investment adviser representative at Svb Wealth
12 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$3.1BFirm assets
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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
12 years in the industry.
- First Citizens BankNov 2023 to now
- First Citizens Investor ServicesNov 2023 to now
- Svb Wealth LLCFeb 2022 to now
- Svb Investment ServicesJul 2022 to Dec 2023
- Svb Wealth AdvisoryJan 2017 to Jul 2022
- Silicon Valley BankJun 2014 to Mar 2023
- Svb Asset ManagementMay 2014 to Jan 2017
- Svb SecuritiesMay 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 10 states (CA, CO, CT, FL, GA, MA, NH, NY, TX, VA).
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
- 5401619
- Firm CRD
- 172832