Anthony VicariCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|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|
Total Assets Under Management69,361MILLIONS
Total Number of Accounts672ACCOUNTS
Average Account Value$103,215,346
- A percentage of assets under your management
- 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
AZ, CA, CO, CT, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, TX, UT, VA, WA
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