Sunny B Patel
Investment adviser representative at Svb Wealth
13 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
13 years in the industry.
- First Citizens Asset ManagementMay 2024 to now
- Svb WealthMay 2024 to now
- First Citizens BankApr 2024 to now
- First Citizens Investor ServicesApr 2024 to now
- Avestar CapitalJul 2023 to Mar 2024
- First Republic Securities Company, LLCJan 2014 to Jun 2023
- First Republic BankDec 2013 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5909905
- Firm CRD
- 172832