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Christopher Allen Duke

SILICON VALLEY WEALTH ADVISORS, LLC·SAN JOSE, California
SIE, Series 7, Series 66CFPClean record16 years registeredSILICON VALLEY WEALTH ADVISORS, LLC
3190 S. BASCOM AVENUE, SAN JOSE, CA 95124CRD# 5758549Firm CRD# 106017

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Allen Duke · SAN JOSE, CA
Registration
CRD #5758549 · SILICON VALLEY WEALTH ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

MUTUAL ADVISORS, LLC
Mar 2022 – present
SILICON VALLEY WEALTH ADVISORS, LLC
Nov 2016 – Mar 2022
SAN JOSE, CA
WADDELL & REED
Apr 2010 – Nov 2016
CAMPBELL, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 19, 2010
Years registered · 16
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SILICON VALLEY WEALTH ADVISORS, LLC
CRD 106017 · SEC 801-41892
AUM
$329M
Regulatory assets under management
Employees
6
796 client accounts
Services offered by SILICON VALLEY WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SILICON VALLEY WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Christopher Allen Duke offer?
Christopher Allen Duke specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.
What are Christopher Allen Duke's credentials?
Christopher Allen Duke holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christopher Allen Duke located?
Christopher Allen Duke is based in SAN JOSE, California, working with SILICON VALLEY WEALTH ADVISORS, LLC. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Christopher Allen Duke charge for services?
Christopher Allen Duke's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILICON VALLEY WEALTH ADVISORS, LLC?
SILICON VALLEY WEALTH ADVISORS, LLC has approximately 6 employees and manages $329M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Randall Scott Ponder
SAN JOSE, CA
James Frederick Karel
SAN JOSE, CA
Tracy Frank Lasecke
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