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David Lee Biliter

PresidentSvb Wealth LLCCRD 1690995

About David Lee Biliter

David Lee Biliter is listed as President at Svb Wealth LLC in Boston, MA. Form ADV reports a beneficial ownership band of Under 5%. David Lee Biliter is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Svb Wealth LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Lee Biliter work?

David Lee Biliter is listed as President at Svb Wealth LLC on SEC Form ADV.

How much of Svb Wealth LLC does David Lee Biliter own?

Form ADV reports a beneficial ownership band of Under 5%.

Svb Wealth LLC

TitlePresident
OwnershipUnder 5%
Control personYes
Since2023

First Citizens Investor Services, Inc.

TitlePresident
OwnershipUnder 5%
Control personYes
Since2020