Mark ChildsCRD Number: 4136581
Current Firm: Svb Wealth Advisory, Inc.
Mark Childs (CRD# 4136581) is an Investment Advisor Representative working at Svb Wealth Advisory, Inc. in New York, NY and has over 21 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Silicon Valley Bank||San Francisco, CA||May 2021 - Current||< 1|
|Svb Wealth Advisory||San Francisco, CA||May 2021 - Current||< 1|
|Hsbc Securities (usa) Inc.||New York, NY||Sep 2019 - May 2021||1|
|Hsbc Bank Usa, N.a.||New York, NY||Aug 2019 - May 2021||1|
|Jpmorgan Securities LLC||New York, NY||Aug 2011 - May 2019||7|
|Jpmorgan Chase Bank Na||New York, NY||Aug 2011 - May 2019||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2000|
|S65||NASAA Investment Advisors Law Examination||May 2000|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management1,400MILLIONS
Total Number of Accounts1,714ACCOUNTS
Average Account Value$816,787
- 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
AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, NH, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA
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