Unclaimed Profile

Tracy Frank Lasecke

SILICON VALLEY WEALTH ADVISORS, LLC·SAN JOSE, California

Series 6, Series 6314 years registeredSILICON VALLEY WEALTH ADVISORS, LLC

3190 S. BASCOM AVENUE, SAN JOSE, CA 95124CRD# 2784045Firm CRD# 106017

Profile Verification

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

Identity

Tracy Frank Lasecke · SAN JOSE, CA

Registration

CRD #2784045 · SILICON VALLEY WEALTH ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

ALLWORTH FINANCIAL, L.P.

Dec 2023 – present

SILICON VALLEY WEALTH ADVISORS, LLC

Dec 2011 – Jan 2024

San Jose, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · December 5, 2011

Years registered · 14

Disclosure History

2010Customer Dispute·Denied

1996Criminal·Final Disposition

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SILICON VALLEY WEALTH ADVISORS, LLC

CRD 106017 · SEC 801-41892

AUM

$329M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Tracy Frank Lasecke offer?

Tracy Frank Lasecke specializes in Financial Planning, Investment Management. Contact their office in SAN JOSE, California for a consultation.

What are Tracy Frank Lasecke's credentials?

Tracy Frank Lasecke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tracy Frank Lasecke located?

Tracy Frank Lasecke 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 Tracy Frank Lasecke charge for services?

Tracy Frank Lasecke'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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