Kelli FrostadCRD Number: 1867067
Current Firm: Svb Wealth Advisory, Inc.
Kelli Frostad (CRD# 1867067) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in Menlo Park, CA and has over 22 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Svb Wealth Advisory Inc.||Menlo Park, CA||Aug 2013 - Current||3|
|Hutchinson Capital Management||Larkspur, CA||Aug 2008 - Aug 2013||5|
|Thinkequity Partners LLC||San Francisco, CA||Jan 2005 - May 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1995|
Total Assets Under Management241MILLIONS
Total Number of Accounts434ACCOUNTS
Average Account Value$555,987
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CO, CT, GA, MA, NV, NY, OR, SC, UT, WA
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