Dimitrina K Atanasova
Investment adviser representative at Svb Wealth
14 yearsExperience
9 statesRegistered 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
14 years in the industry.
- Viera On MainJun 2026 to now
- First Citizens Investor ServicesNov 2023 to now
- Svb Wealth LLCOct 2022 to now
- Rock Harbor GrillJun 2012 to now
- Svb Investment Services Inc.Sep 2022 to Dec 2023
- The Chatham CutAug 2022 to Jan 2025
- Santander BankMay 2020 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2017 to Feb 2020
- Bank of AmericaNov 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 9 states (CT, FL, IL, MA, ME, NH, NY, RI, VT).
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
- 6817011
- Firm CRD
- 172832