Amanpreet VijanCRD Number: 5558348
Current Firm: Svb Asset Management
Amanpreet Vijan (CRD# 5558348) is an Investment Advisor Representative working at Svb Asset Management in Palo Alto, CA and has over 8 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Skyoak Wealth Management, Inc.
|Svb Securities||Palo Alto, CA||Aug 2012 - Current||4|
|Citigroup Global Markets, Inc.||Palo Alto, CA||Jun 2008 - May 2012||3|
|Comerica||San Carlos, CA||Jun 2008 - Jun 2008||< 1|
|Unemployed - Homemaker||Foster City, CA||May 2007 - Jun 2008||1|
|Citibank (west) F.s.b||San Mateo, CA||Aug 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management21,200MILLIONS
Total Number of Accounts503ACCOUNTS
Average Account Value$42,146,305
- A percentage of assets under your management
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, CO, CT, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, TX, UT, VA, WA