Bryce Larson (CRD# 6509586) is an Investment Advisor Representative working at Svb Wealth in Santa Monica, CA and has over 5 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Citizens Investor Services | Raleigh, NC | Dec 2023 - Current | < 1 |
| Svb Wealth LLC | Santa Clara, CA | Jun 2022 - Current | 1 |
| Svb Investment Services Inc. | Santa Clara, CA | Jun 2022 - Dec 2023 | 1 |
| Silicon Valley Bank | Santa Clara, CA | Sep 2019 - Mar 2023 | 3 |
| Svb Wealth Advisory Inc. | Santa Clara, CA | Sep 2020 - Jun 2022 | 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jun 2018 - Sep 2019 | 1 |
| Ldl General Contractors, Inc. | Moorpark, CA | Jun 2015 - May 2018 | 2 |
| San Jose State University | San Jose, CA | Aug 2013 - May 2017 | 3 |
| Appleone | Santa Clara, CA | Jun 2016 - Aug 2016 | < 1 |
| Merrill Lynch | Westlake Village, CA | Jun 2015 - Aug 2015 | < 1 |
| Appleone | Thousand Oaks, CA | Jun 2014 - Aug 2014 | < 1 |
| California Property Tax Solutions, Inc. | Westlake Village, CA | Jul 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- AZ
- CA
- CO
- FL
- HI
- ID
- IN
- LA
- MN
- NV
- NJ
- NY
- OR
- PA
- TX
- UT
- VA
- WA
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Total Assets Under Management6,630MILLIONS
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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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