David Biliter is a CFP-designated registered investment advisor at Svb Wealth, based in Raleigh, NC, with 36 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,101 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $10.0M | 0.90% |
| $10M+ | 0.70% |
Fees are assessed quarterly in advance. Householding is used to aggregate accounts for fee calculation. SVB Wealth may negotiate fees based on account type, size, and services provided.
Fee Estimator
Location
8540 Colonnade Center Drive, Raleigh, NC, 27615
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David serves as President of SVB Wealth, LLC, a registered investment advisor firm and subsidiary of First Citizens Bank. This board position takes about a quarter of his time.
Employment History
Current Registrations
Svb Wealth
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Uvest Financial Services Group, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Amsouth Investment Services, INC.
Invest Financial CorporationBroker
Hancock Investment Services, INC.Broker
Gna Securities, INC.Broker
Nylife Securities INC.Broker
The Planner's Securities Group, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Brent Ciliano, CFASvb Wealth
- Charles Mccallum, CFPSvb Wealth
- Stuart Strickland, CFPWells Fargo Advisors
- Michael Venter, CFAStrategic Advisers LLC
- Ted Laporte, CFPWells Fargo Advisors
- Teresa Yent, ChFCUSA Financial Securities LLC