Nanci M. Fastre

SVB ASSET MANAGEMENT

SALT LAKE CITY, UT 84121

Some features on this profile are disabled

CRD#: 1397145

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.

1) Ms. Fastre owns a rental property, for which less than 1 hour a month is spent on this activity during trading hours. 2) Since 2016: President and board member of a non-profit called Young Women in Finance (not investment related), operated from Ms. Fastre's home address, 1 hour per month is spent on this activity (0 during trading hours), duties include educating and mentoring young women who are considering a career in the field of finance.

Blog Corner

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

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".

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/16/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/19/2005

General Securities Representative Examination

Current Firm

SVB ASSET MANAGEMENT

CRD#: 124567 / SEC#: 801-61674

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Latest Form ADV

Part 2 Brochures

SVB ASSET MANAGEMENT FORM ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	523
AUM (Assets Under Management)	$ 32,960,320,956

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Reuben Rowley

EAGLE STRATEGIES LLC

IAR

AMERICAN FORK, UT

Neal Hansen

NET WORTH ADVISORY GROUP, LLC

IAR

Sandy, UT

Justin Lizama

SIMPLE FINANCIAL, LLC

IAR

West Jordan, UT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nanci M. Fastre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nanci Meyer Fastre's CRS (Customer Relationship Summary).

Certified licenses

Experience

SVB ASSET MANAGEMENT

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

Primary Firm SEC Registration

SVB ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/16/2005

SIE

Date: 10/1/2018

Series 7

Date: 9/19/2005

Current Firm

SVB ASSET MANAGEMENT

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SVB ASSET MANAGEMENT

TRUST BUT VERIFY

Similar Advisors