Timothy Stephen Davis
Investment adviser representative at Svb Wealth
11 yearsExperience
16 statesRegistered 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.
- First Citizens BankJan 2025 to now
- First Citizens Investor ServicesNov 2023 to now
- Svb Wealth LLCDec 2021 to now
- Svb Investment ServicesJul 2022 to Oct 2023
- Svb Wealth AdvisoryFeb 2017 to Apr 2022
- Silicon Valley BankJul 2015 to Mar 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 16 states (CA, CO, CT, IL, MA, ME, MI, MN, NH, NJ, NY, OH, OR, RI, WA, WI).
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
- 6002272
- Firm CRD
- 172832