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Christopher Robin Derry

SVB Asset Management

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About Christopher Robin Derry

Christopher Derry is a registered investment advisor representative of SVB Asset Management and has been in the industry since 2004. Christopher has experience in providing investment advice and portfolio management services.

Firm Information

Christopher Derry is currently registered with SVB Asset Management. SVB Asset Management, headquartered in SAN FRANCISCO, CA, is a registered investment advisor with over $32 billion in regulatory assets under management. They provide portfolio management for businesses, pooled investment vehicles, and publish periodicals. They primarily serve corporations and other businesses, as well as insurance companies and other investment advisors.
SVB Asset Management

222 2ND STREET

SAN FRANCISCO, CA 94105

$32.09B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Money market fund revenue sharing fees

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Christopher Derry’s Registration & Firm History

WA

02/10/2006 - Present

SVB Asset Management (KIRKLAND WA)

WA

09/21/2004 - 06/19/2019

SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SEATTLE WA)

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Licenses & Designations

BOTH

Issued 12/01/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Robin Derry.
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