Peter C. Verbica
SILICON PRIVATE WEALTH
Fremont, CA
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CRD#: 1225961
Professional summary
Peter Coe Verbica, CFP®, who also goes by Peter Coe Verbica, Peter Verbica, is a registered financial advisor currently at SILICON PRIVATE WEALTH, LLC located in Fremont, California.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Peter has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Peter Coe Verbica | Peter Verbica
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Licensed California Real Estate broker. 2. Manager and Founder of P & K Verbica Family LLC, which owns multiple rental properties. Private family LLC; do not charge any management fees for operation thereof. 3. Silicon Private Wealth LLC; San Francisco, CA; Registered Investment Advisory Firm; Managing Director; Investment-Related Business 4. Consultant; Memoria, Inc.; Investment Related; No; Location: 3370 NE 190 St., #808, Hidden Bay, Aventura, FL 33180; Description of the business: Information Technology; Responsibilities Duties: Review potential strategic relationships, platform and product development.; Start date with business: 2020-09-17; Hours devoted to business during trading hours: 2; Hours devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: .5; 5. Author of various publications 6. Guide Rock Ltd; Partner; Owns ranch in WY; Recreational 7. SPYRA BEAUTY, INC.; FOUNDER, ADVISOR; INVESTMENT RELATED: NO; 2550 HANOVER ST. C/O PILLSBURY PALO ALTO CA 94304 USA; BEAUTY AND COSMETIC APPLICATION FOR SMART PHONES AND PERSONAL COMPUTERS.; BUSINESS PROCESS AND MARKETING ADVICE. ; 2022-08-10; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 5; PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0; 8. SWIREPAY INC.; INVESTOR; INVESTMENT RELATED: NO; 1900 LAFAYETTE STREET, SUITE 200 SANTA CLARA CA 95050 USA; PETER COE VERBICA IS A FOUNDING INVESTOR IN THE COMPANY THROUGH A SAFE. HIS INVESTMENT IS LESS THAN 5% OF THE COMPANY.; 2022-09-20; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0; 9. San Jose Symphony Foundation; not-for-profit; San Jose, CA; Board Member; not investment-related; 0 hours per month spent. 10. Santa Cruz County Republican Central Committee; Political organization; Santa Cruz, CA; Chairman; not investment-related; 0 hours per month spent. 11. Candidate for US Congress, CD19; Not Investment Related; 160 Lakeview Drive Felton CA 95018; Responsibilities Duties: Running for office for US Congress, CD 19.; Start date with business: 2025-04-20; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 0; Website address for the organization: www.peterverbica.com.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Coe Verbica's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
August 10, 2020 - Present
SILICON PRIVATE WEALTH, LLC
RIA
CRD#: 284145
Fremont, CA
Past
August 4, 2020 - February 13, 2024
VIANT CAPITAL LLC
BD
CRD#: 46948
SAN FRANCISCO, CA
Past
May 18, 2012 - February 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
SAN JOSE, CA
Past
April 19, 2012 - February 4, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
SAN JOSE, CA
Past
March 13, 2000 - March 17, 2000
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
October 1, 1997 - March 11, 1998
BANCAMERICA SECURITIES, INC.
BD
CRD#: 17977
SAN FRANCISCO, CA
Past
May 20, 1988 - March 29, 1989
LEHMAN BROTHERS INC.
BD
CRD#: 7506
NEW YORK, NY
Past
January 25, 1984 - June 11, 1988
MORGAN STANLEY DW INC.
BD
CRD#: 7556
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SILICON PRIVATE WEALTH, LLC
HERWEALTH.NET | SILICON PRIVATE WEALTH, LLC | SILICON PRIVATE WEALTH LLC
CRD#: 284145 / SEC#: 801-129958
RIA
Registered Investment Advisory firm - (4/19/2024 Approved)California
Registered Investment Advisory firm - (6/7/2024 Terminated)Florida
Registered Investment Advisory firm - (3/30/2020 Terminated)New York
Registered Investment Advisory firm - (5/8/2024 Terminated)Texas
Registered Investment Advisory firm - (5/8/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(8/10/2020)
IAR
Texas(5/26/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SILICON PRIVATE WEALTH, LLC
HERWEALTH.NET | SILICON PRIVATE WEALTH, LLC | SILICON PRIVATE WEALTH LLC
CRD#: 284145 / SEC#: 801-129958
RIA
Registered Investment Advisory firm - (4/19/2024 Approved)California
Registered Investment Advisory firm - (6/7/2024 Terminated)Florida
Registered Investment Advisory firm - (3/30/2020 Terminated)New York
Registered Investment Advisory firm - (5/8/2024 Terminated)Texas
Registered Investment Advisory firm - (5/8/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Fremont, CA
Mailing Address
Phone number
(408) 645-6790
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 325 |
| AUM (Assets Under Management) | $ 150,584,750 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
