Arend Johannes Warmerdam
Investment Adviser Representative at SVB Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Arend Johannes Warmerdam is an investment adviser representative with SVB Wealth in San Francisco, CA, where they have been registered since 2022. They have worked in the securities industry since 2020 and have been registered with 3 firms, including SVB Investment Services Inc. and Fisher Investments. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California, Louisiana, New York, Oregon, Texas, and Virginia.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Louisiana, New York, Oregon, Texas, Virginia
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fisher InvestmentsSep 2020 – Aug 2021San Mateo, CA
- UnemployedApr 2020 – Sep 2020San Francisco, CA
- Whittier Trust CompanyMar 2017 – Apr 2020San Francisco, CA
- San Francisco SymphonyNov 2015 – Feb 2017San Francisco, CA
- Silicon Valley BankSep 2021 – Mar 2023San Francisco, CA
- SVB Wealth Advisory Inc.Sep 2021 – Apr 2022San Francisco, CA
- Boston Private Wealth, LLCMar 2022 – Apr 2022San Francisco, CA
- SVB Wealth LLCApr 2022 – Jan 2025San Francisco, CA
- SVB Investment Services IncApr 2022 – Oct 2023San Francisco, CA
- First Citizens Investor ServicesDec 2023 – Jan 2025Raleigh, NC
- First Citizens Investor ServicesJan 2025 – no end date reportedRaleigh, NC
- First Citizens BankJan 2025 – no end date reportedSan Francisco, CA
- SVB Wealth LLCJan 2025 – no end date reportedSan Francisco, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SVB Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.0125
- First $1,000,0001.25%
- Next $1,500,0001.15%
- Next $7,500,0000.90%
- Over $10,000,0000.70%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 82
- Offices listed on AdvisorFinder:
- 20
- Main office:
- Boston, MA
- SEC file number:
- 801-80480
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at SVB Wealth
Showing 12 of 82 in the directory
Similar advisors in San Francisco, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Arend Johannes Warmerdam has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched