Unclaimed Profile

Yvette Sadler Butler

SVB WEALTH ADVISORY, INC.·SAN FRANCISCO, California

SIE, Series 7, Series 7TO, Series 9, Series 10, Series 24, Series 66, Series 99TOClean record24 years registeredSVB WEALTH ADVISORY, INC.

505 HOWARD STREET, SAN FRANCISCO, CA 94105CRD# 2471482Firm CRD# 168116

Profile Verification

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

Identity

Yvette Sadler Butler · SAN FRANCISCO, CA

Registration

CRD #2471482 · SVB WEALTH ADVISORY, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SVB WEALTH ADVISORY, INC.

SVB WEALTH ADVISORY, INC.

Aug 2018 – Mar 2022

Santa Monica, CA

CAPITAL ONE ADVISORS, LLC

Jan 2015 – Apr 2018

SEATTLE, WA

CAPITAL ONE FINANCIAL ADVISORS LLC

May 2013 – Jan 2015

MELVILLE, NY

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

May 2011 – Apr 2013

ST. LOUIS, MO

WELLS FARGO ADVISORS, LLC

Mar 2008 – Apr 2013

CHARLOTTE, NC

MERRILL LYNCH PIERCE FENNER & SMITH INC.

May 2002 – Sep 2004

PENNINGTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 9

Series 10

Series 24

Series 66

Series 99TO

Registration record

First registered · May 23, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SVB INVESTMENT SERVICES INC.

CRD 168116 · SEC 801-78209

AUM

$1.5B

Regulatory assets under management

Employees

1,816 client accounts

Services offered by SVB INVESTMENT SERVICES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at SVB INVESTMENT SERVICES INC. →

Introduction

Speak with Yvette Sadler

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Yvette Sadler is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Yvette Sadler Butler offer?

Yvette Sadler Butler specializes in Financial Planning, Investment Management, Wealth Management.

What are Yvette Sadler Butler's credentials?

Yvette Sadler Butler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yvette Sadler Butler located?

Yvette Sadler Butler is based in SAN FRANCISCO, California, last registered with SVB WEALTH ADVISORY, INC..

How does Yvette Sadler Butler charge for services?

Yvette Sadler Butler's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SVB WEALTH ADVISORY, INC.?

SVB WEALTH ADVISORY, INC. has approximately 80 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →