Unclaimed Profile

Cherie Tanika Harris

SVB ASSET MANAGEMENT·SAN FRANCISCO, California

SIE, Series 7, Series 24, Series 66Clean record18 years registeredSVB ASSET MANAGEMENT

222 2ND STREET, SAN FRANCISCO, CA 94105CRD# 4937445Firm CRD# 124567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cherie Tanika Harris · SAN FRANCISCO, CA

Registration

CRD #4937445 · SVB ASSET MANAGEMENT · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SVB ASSET MANAGEMENT

CIT ASSET MANAGEMENT LLC

Apr 2019 – Dec 2019

NEW YORK, NY

BEAR STEARNS ASSET MANAGEMENT INC

Jan 2008 – Sep 2008

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 7, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SVB ASSET MANAGEMENT

CRD 124567 · SEC 801-61674

AUM

$32.1B

Regulatory assets under management

Employees

106

551 client accounts

Services offered by SVB ASSET MANAGEMENT

Per Form ADV

Pension consulting

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SVB ASSET MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Cherie Tanika Harris offer?

Cherie Tanika Harris specializes in Retirement Planning, Wealth Management.

What are Cherie Tanika Harris's credentials?

Cherie Tanika Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cherie Tanika Harris located?

Cherie Tanika Harris is based in SAN FRANCISCO, California, last registered with SVB ASSET MANAGEMENT.

How does Cherie Tanika Harris charge for services?

Cherie Tanika Harris's firm is compensated through percentage of aum, other: money market fund revenue sharing fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SVB ASSET MANAGEMENT?

SVB ASSET MANAGEMENT has approximately 106 employees and manages $32.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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