Maximilian Ortiz (CRD# 5374123) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
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 - Dec 2023 | 1 |
Silicon Valley Bank | San Francisco, CA | Jul 2021 - Mar 2023 | 1 |
Boston Private Wealth,llc | San Francisco, CA | Mar 2022 - Apr 2022 | < 1 |
Svb Wealth Advisory | San Francisco, CA | Jul 2021 - Apr 2022 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco, CA | May 2017 - Jul 2021 | 4 |
Bank Of America, N.a. | San Francisco, CA | May 2017 - Jul 2021 | 4 |
Hall Capital Partners LLC | San Francisco, CA | Jan 2012 - May 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- CA
- NV
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Total Assets Under Management6,630MILLIONS
-
Total Number of Accounts4,835ACCOUNTS
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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
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