TrueAdvisor
TrueAdvisor
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Tiffany Mah Mac Lean

Svb Asset Management
21 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Svb Asset Management
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
523 clients
Average Client Portfolio
$63.0M average
Assets Under Management
$33.0B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Location

100 Madison Street, Suite 1300, Syracuse, NY, 13202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Svb Asset Management
August 2025 - Present · 6 mos
First Citizens Capital Securities, LLC
July 2025 - Present · 7 mos
First Citizens Capital Securities, LLCBroker
July 2025 - Present · 7 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
January 2025 - June 2025 · 5 mos
Cadaret Grant & CO INC
January 2025 - June 2025 · 5 mos
Hornor, Townsend & Kent, LLC
March 2014 - November 2024 · 10 yrs 8 mos
Hornor, Townsend & Kent, LLCBroker
January 2014 - November 2024 · 10 yrs 10 mos
Valley Forge Asset Management CORP.
November 2009 - January 2014 · 4 yrs 2 mos
Valley Forge Asset Management CORP.Broker
November 2009 - January 2014 · 4 yrs 2 mos
Fsc Securities CorporationBroker
January 2008 - November 2009 · 1 yr 10 mos
Fsc Securities Corporation
January 2008 - November 2009 · 1 yr 10 mos
Securities America Advisors, INC.
October 2005 - January 2008 · 2 yrs 3 mos
Securities America, INC.Broker
October 2005 - January 2008 · 2 yrs 3 mos
Ameriprise Financial Services, INC.
September 2004 - October 2005 · 1 yr 1 mo
Ameriprise Financial Services, INC.Broker
July 2004 - October 2005 · 1 yr 3 mos
Ids Life Insurance CompanyBroker
July 2004 - October 2005 · 1 yr 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.