Arend Johannes Warmerdam
Investment adviser representative at Svb Wealth
11 yearsExperience
6 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
11 years in the industry.
- First Citizens BankJan 2025 to now
- First Citizens Investor ServicesDec 2023 to now
- Svb Wealth LLCMar 2022 to now
- Svb Investment Services IncApr 2022 to Oct 2023
- Boston Private Wealth, LLCMar 2022 to Apr 2022
- Silicon Valley BankSep 2021 to Mar 2023
- Svb Wealth Advisory Inc.Sep 2021 to Apr 2022
- Fisher InvestmentsSep 2020 to Aug 2021
- UnemployedApr 2020 to Sep 2020
- Whittier Trust CompanyMar 2017 to Apr 2020
- San Francisco SymphonyNov 2015 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 6 states (CA, LA, NY, OR, TX, VA).
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
- 7296698
- Firm CRD
- 172832