Carlos Esteva (CRD# 7665122) is an Investment Advisor Representative working at Silverback Capital Management in Sunnyvale, CA and has 1 year of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Silverback Capital Management, LLC | Los Altos, CA | May 2022 - Current | 2 |
| Artera | Los Altos, CA | Sep 2021 - Current | 2 |
| Salesforce | Palo Alto, CA | Sep 2019 - Aug 2021 | 1 |
| Unemployed, Seeking Next Role | Palo Alto, CA | Jan 2019 - Aug 2019 | < 1 |
| Cresta Intelligence | Redwood City, CA | Oct 2017 - Jan 2019 | 1 |
| Stanford University | Stanford, CA | Jan 2012 - Jan 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- CA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$863,352
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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