Michael Curtis Lodsin
Investment adviser representative at Svb Wealth
20 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
20 years in the industry.
- First Citizens Asset Management, Inc ("fcam")Jul 2025 to now
- Svb Wealth LLCNov 2023 to now
- First Citizens BankNov 2023 to now
- First Citizens Investor ServicesNov 2023 to now
- TIAADec 2017 to Oct 2023
- TIAA-CREF Individual & Institutional Services, LLCDec 2017 to Oct 2023
- Hartford Funds Distributors, LLCJul 2010 to Oct 2017
- The HartfordJun 2006 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5826725
- Firm CRD
- 172832