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KB

Kiera N. Blinzinger

SVB WEALTH
Cottonwood Heights, UT 84121
Some features on this profile are disabled
CRD#: 2633161
KB

Professional summary

Kiera Nicole Blinzinger, who also goes by Kiera Nicole Blinzinger, Kiera Nicole Burdett, Kiera Blinzinger, is a registered financial advisor currently at SVB WEALTH located in Cottonwood Heights, Utah and FIRST CITIZENS INVESTOR SERVICES, INC. located in Cottonwood Heights, Utah.

Kiera is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Kiera has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kiera Nicole Blinzinger | Kiera Nicole Burdett | Kiera Blinzinger

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.
SVB Wealth LLC-Investment Related-Relationship Specialist; ; Started 06/2022; FTE employee; Provide wealth management service to SVBW clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kiera Nicole Blinzinger's CRS (Customer Relationship Summary).
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

June 28, 2022 - Present

SVB WEALTH

Office #1: 2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121
RIA
CRD#: 172832
Cottonwood Heights, UT
Current

January 4, 2024 - Present

FIRST CITIZENS INVESTOR SERVICES, INC.

Office #1: 2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121
RIA
BD
CRD#: 44430
Cottonwood Heights, UT
Past

September 27, 2021 - July 29, 2022

SVB INVESTMENT SERVICES INC.

RIA
CRD#: 168116
Cottonwood Heights, UT
Past

July 9, 2021 - December 31, 2023

SVB INVESTMENT SERVICES INC.

BD
CRD#: 168116
Cottonwood Heights, UT
Past

May 11, 2021 - July 13, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
COTTONWOOD HEIGHTS, UT
Past

January 29, 2019 - May 4, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SALT LAKE CITY, UT
Past

September 17, 2013 - May 4, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SALT LAKE CITY, UT
Past

September 14, 2006 - September 25, 2013

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
SALT LAKE CITY, UT
Past

April 12, 2006 - September 28, 2006

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
SALT LAKE CITY, UT
Past

January 26, 2001 - October 10, 2005

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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".
SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE

CRD#: 172832 / SEC#: 801-80480

RIA
Registered Investment Advisory firm - (10/2/2014 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Colorado
(6/28/2022)
IAR
Connecticut
(6/28/2022)
IAR
District of Columbia
(2/6/2023)
IAR
Florida
(7/29/2022)
IAR
Georgia
(6/29/2022)
IAR
Illinois
(6/28/2022)
IAR
Indiana
(6/28/2022)
IAR
Maryland
(6/28/2022)
IAR
Massachusetts
(8/30/2022)
IAR
Michigan
(6/28/2022)
IAR
Minnesota
(6/28/2022)
IAR
New Hampshire
(6/28/2022)
IAR
New Jersey
(6/29/2022)
IAR
New York
(6/28/2022)
IAR
North Carolina
(6/28/2022)
IAR
Ohio
(6/29/2022)
IAR
South Carolina
(6/28/2022)
IAR
Utah
(6/29/2022)
RR
Utah
(1/4/2024)
IAR
Virginia
(6/28/2022)
IAR
Washington
(6/28/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/20/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/25/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE

CRD#: 172832 / SEC#: 801-80480

RIA
Registered Investment Advisory firm - (10/2/2014 Approved)
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Contact information

Main Address
53 State Street 28th Floor, Boston, MA 02109
Mailing Address
Po Box 27131, Raleigh, NC 27611
Phone number
(617) 223-0200
Established
Firm type
Fiscal year end
# of Employees
85

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SVB WEALTH LLC (3/30/2025)
SVB WEALTH LLC APPENDIX 1/ WRAP BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts3,739
AUM (Assets Under Management)$ 4,983,411,995

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/21/2025
Cover Page
Report
09/20/2024
Cover Page
Report
10/31/2022
Cover Page
Report

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.

Company Information

SVB WEALTH

CRD#: 172832Cottonwood Heights, UT 84121

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