Patricia Marie Macdonald
Investment adviser representative at Svb Wealth
23 yearsExperience
1 stateRegistered in
$3.1BFirm assets
12 yearsFirm in business
Are you Patricia Marie Macdonald? Claim your profile
Contact this firm
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
23 years in the industry.
- First Citizens Asset ManagementApr 2024 to now
- Svb WealthApr 2024 to now
- First Citizens BankFeb 2024 to now
- First Citizens Investor ServicesFeb 2024 to now
- Not EmployedJul 2023 to Jan 2024
- First Republic BankApr 2003 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2024
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
- 5723299
- Firm CRD
- 172832