Brent Ciliano is a CFA-designated registered investment advisor at Svb Wealth, based in Raleigh, NC, with 26 years of industry experience. Brent 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
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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
Brent is a member of the board of directors for First Citizens Asset Management, where he builds portfolios and selects investments for clients. He dedicates a few hours per week to this role and receives no compensation.
Employment History
Current Registrations
Svb Wealth
First Citizens Asset Management, INC
First Citizens Investor Services, INC.Broker
First Citizens Investor Services, INC.
Previous Registrations
Congress Capital Partners, LLP
Quasar Distributors, LLCBroker
Goldman, Sachs & CO.Broker
Merrill Lynch Investment Managers LP
Fam Distributors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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