Anthony Vicari, financial advisor Irvine CA

Anthony Vicari

CRD Number: 1708885
Current Firm: Svb Asset Management

Anthony Vicari (CRD# 1708885) is an Investment Advisor Representative working at Svb Asset Management in Irvine, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Svb Asset Management San Francisco, CA Dec 2017 - Current 4
Silicon Valley Bank Santa Clara, CA Dec 2017 - Current 4
Wycote, Inc. Brea, CA Jun 2017 - Nov 2017 < 1
Tetrad Capital LLC Los Angeles, CA Jan 2015 - Nov 2017 2
Pentad Financial Services, LLC Santa Ana, CA Dec 2014 - Nov 2017 2
Craftsman Republic Int'l Inc. Irvine, CA Dec 2014 - Mar 2015 < 1
Fisher Investments Woodside, CA Jun 2013 - Oct 2014 1
Defined Retirement Solutions, LLC Santa Ana, CA Jan 2012 - Jun 2013 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination Oct 2007
Contact Info for Anthony P. Vicari
Phone Number: 866-719-9117
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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