Sidney Olayinka (CRD# 7640682) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has 1 year 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 |
---|---|---|---|
Svb Wealth LLC | San Francisco, CA | Sep 2022 - Current | 1 |
Pricewaterhousecoopers Advisory Services LLC | Los Angeles, CA | Oct 2021 - Aug 2022 | < 1 |
Boston Private Wealth LLC | Los Angeles, CA | Sep 2018 - Sep 2021 | 3 |
Santa Monica College | Santa Monica, CA | Jan 2018 - Aug 2018 | < 1 |
Trader Joes | Santa Monica, CA | Jan 2018 - Aug 2018 | < 1 |
University Of California, Davis | Davis, CA | Sep 2012 - Dec 2017 | 5 |
Navion Financial Advisors | Davis, CA | Mar 2015 - Apr 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- CA
-
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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