TrueAdvisor
TrueAdvisor
CD
CD

Christopher Robin Derry

Svb Asset Management
21 Years of Experience
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

4700 Carillon Point, Kirkland, WA, 98033

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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
February 2006 - Present · 20 yrs
Previous Registrations
Svb Securities, a Non-Bank Affiliate of Silicon Valley BankBroker
September 2004 - June 2019 · 14 yrs 9 mos
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.