Bryce William Larson
Investment Adviser Representative at SVB Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryce William Larson is an investment adviser representative with SVB Wealth in Santa Monica, CA, where they have been registered since 2022. They have worked in the securities industry since 2019 and were previously registered with SVB Investment Services Inc. 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 18 states.
Registrations & licenses
- Investment adviser:
- Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Louisiana, Minnesota, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington
- 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.
- The Vanguard Group, Inc.Jun 2018 – Sep 2019Scottsdale, AZ
- LDL General Contractors, Inc.Jun 2015 – May 2018Moorpark, CA
- San Jose State UniversityAug 2013 – May 2017San Jose, CA
- Silicon Valley BankSep 2019 – Mar 2023Santa Clara, CA
- SVB Wealth Advisory IncSep 2020 – Jun 2022Santa Clara, CA
- SVB Wealth LLCJun 2022 – no end date reportedSanta Clara, CA
- SVB Investment Services IncJun 2022 – Dec 2023Santa Clara, CA
- First Citizens Investor ServicesDec 2023 – no end date reportedRaleigh, NC
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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryce William Larson 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.
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