Michael IngogliaCRD Number: 4475542
Current Firm: Svb Asset Management
Michael Ingoglia (CRD# 4475542) is an Investment Advisor Representative working at Svb Asset Management in Santa Clara, CA and has over 19 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
Fidelity Personal And Workplace Advisors
|Svb Securities||Santa Clara, CA||Sep 2002 - Current||19|
|Silicon Valley Bank||Santa Clara, CA||Feb 2000 - Current||21|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Total Assets Under Management69,361MILLIONS
Total Number of Accounts672ACCOUNTS
Average Account Value$103,215,346
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
AZ, CA, CO, CT, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, TX, UT, VA, WA
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