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 23 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|Svb Wealth Advisory Inc.||Menlo Park, CA||Aug 2013 - Current||4|
|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 Management489MILLIONS
Total Number of Accounts1,328ACCOUNTS
Average Account Value$367,898
- 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, TX, UT, WA