NF

Nanci M. Fastre

SVB ASSET MANAGEMENT
SALT LAKE CITY, UT 84121
Some features on this profile are disabled
CRD#: 1397145
NF

Professional summary


Nanci Meyer Fastre, who also goes by Nanci Helen Meyer, is a registered financial advisor currently at SVB ASSET MANAGEMENT located in Salt Lake City, Utah.

Nanci is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Nanci has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Nanci Helen Meyer

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.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Nanci Meyer Fastre'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®
None

Experience


Current

February 10, 2006 - Present

SVB ASSET MANAGEMENT

Office #1: 2750 E Cottonwood Pkwy Suite 420, Salt Lake City, UT 84121
RIA
CRD#: 124567
SALT LAKE CITY, UT
Past

September 28, 2005 - June 21, 2019

SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK

BD
CRD#: 46902
Portland, OR

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".
SA
SVB ASSET MANAGEMENT
SVB ASSET MANAGEMENT

CRD#: 124567 / SEC#: 801-61674

RIA
Registered Investment Advisory firm - (1/2/2003 Approved)

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
(2/10/2006)
IAR
Utah
(7/27/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2005
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


SA
SVB ASSET MANAGEMENT
SVB ASSET MANAGEMENT

CRD#: 124567 / SEC#: 801-61674

RIA
Registered Investment Advisory firm - (1/2/2003 Approved)
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Contact information


Main Address
222 2nd Street, San Francisco, CA 94105
Mailing Address
Phone number
(866) 719-9117
Established
Firm type
Fiscal year end
# of Employees
104

SEC notice filing (20 States and Territories)


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Regulatory assets under management


Total Number of Accounts523
AUM (Assets Under Management)$ 32,960,320,956

Red Flags


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Company Information


SVB ASSET MANAGEMENT

CRD#: 124567Salt Lake City, UT 84121

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