Aaron John Lassanske
Investment adviser representative at Svb Wealth
15 yearsExperience
1 stateRegistered in
CFADesignation
$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
15 years in the industry.
- Svb WealthMar 2024 to now
- First Citizens Asset ManagementMar 2024 to now
- First Citizens BankMar 2024 to now
- First Citizens Investor ServicesMar 2024 to now
- Blackrock Investments, LLCSep 2011 to Feb 2024
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 5685918
- Firm CRD
- 172832