Mark Childs, financial advisor New York NY

Mark Childs

CRD Number: 4136581
Current Firm: Svb Wealth

Mark Childs (CRD# 4136581) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has over 23 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
First Citizens Investor Services Raleigh, NC Dec 2023 - Current < 1
Svb Wealth LLC New York City, NY Feb 2022 - Current 2
Svb Investment Services San Francisco, CA Jul 2022 - Dec 2023 1
Silicon Valley Bank San Francisco, CA May 2021 - Dec 2023 2
Svb Wealth Advisory San Francisco, CA May 2021 - Jul 2022 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
Contact Info for Mark T. Childs
Phone Number: 617-223-0200
Registered State(s):
  • CA
  • CT
  • NY
  • PA
By the Numbers
  • Total Assets Under Management
    14,756
    MILLIONS
  • Total Number of Accounts
    11,180
    ACCOUNTS
  • Average Account Value
    $1,319,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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