Peter Verbica (CRD# 1225961) is an Investment Advisor Representative working at Silicon Private Wealth, LLC in Fremont, CA and has over 26 years of experience in the finance industry. Peter Verbica has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silicon Private Wealth, LLC | Fremont, CA | Aug 2020 - Current | 3 |
| Memoria, Inc. | Redwood City, CA | Jan 2020 - Current | 4 |
| P & K Verbica Family LLC | Felton, CA | Jan 2005 - Current | 19 |
| Viant Capital, LLC | San Francisco, CA | Aug 2020 - Nov 2023 | 3 |
| All American Cowboy Funds Management, LLC | Campbell, CA | Feb 2020 - Jan 2021 | < 1 |
| Bank Of America, N.a. | San Jose, CA | Jul 2012 - Feb 2020 | 7 |
| Merrill, A Bank Of America Company | San Jose, CA | Feb 2012 - Feb 2020 | 8 |
| San Jose State University | San Jose, CA | Jan 2015 - Dec 2019 | 4 |
| The Coe Corp | San Jose, CA | Jul 1989 - Dec 2019 | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
| S66 | NASAA Uniform Combined State Law Examination | May 2012 |
- CA
- TX
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Total Assets Under Management117MILLIONS
-
Total Number of Accounts272ACCOUNTS
-
Average Account Value$431,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, NY, TX
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