Arend Warmerdam (CRD# 7296698) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 3 years of experience in the finance industry.
CRD# 6058165
Ubs Financial Services Inc.
CRD# 2183126
Lpl Financial LLC
CRD# 4332415
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Investor Services | Raleigh, NC | Dec 2023 - Current | < 1 |
| Svb Wealth LLC | San Francisco, CA | Apr 2022 - Current | 2 |
| Svb Investment Services Inc. | San Francisco, CA | Apr 2022 - Current | 2 |
| Silicon Valley Bank | San Francisco, CA | Sep 2021 - Mar 2023 | 1 |
| Boston Private Wealth, LLC | San Francisco, CA | Mar 2022 - Apr 2022 | < 1 |
| Svb Wealth Advisory Inc. | San Francisco, CA | Sep 2021 - Apr 2022 | < 1 |
| Fisher Investments | San Mateo, CA | Sep 2020 - Aug 2021 | < 1 |
| Unemployed | San Francisco, CA | Apr 2020 - Sep 2020 | < 1 |
| Whittier Trust Company | San Francisco, CA | Mar 2017 - Apr 2020 | 3 |
| San Francisco Symphony | San Francisco, CA | Nov 2015 - Feb 2017 | 1 |
| United Way Of The Bay Area | San Francisco, CA | Jun 2011 - Nov 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
| S63 | Uniform Securities State Law Examination | Feb 2022 |
- CA
- LA
- NY
- OR
- TX
-
Total Assets Under Management6,630MILLIONS
-
Total Number of Accounts4,835ACCOUNTS
-
Average Account Value$1,371,286
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.