Rafael A. Svelti
Investment adviser representative at Svb Wealth
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Svb WealthOct 2025 to now
- First Citizens BankMay 2025 to now
- First Citizens Investor ServicesMay 2025 to now
- Commonwealth Financial NetworkOct 2023 to Apr 2025
- JPMorgan Chase Bank NAJul 2022 to Oct 2023
- JPMorgan Securities LLCJul 2022 to Oct 2023
- Citizens Securities, Inc.Sep 2021 to Jul 2022
- Clarfeld Financial Advisors, LLCAug 2019 to Jul 2022
- Citizens Securities, IncAug 2015 to Dec 2019
- Citizens BankAug 2015 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2017
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
- 5747033
- Firm CRD
- 172832