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Cynthia Lee Combs

Silicon Valley Capital Partners, LP

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About Cynthia Lee Combs

Cynthia Combs is an investment advisor representative with Silicon Valley Capital Partners, LP based in San Jose, CA. Cynthia has been in the industry for more than 30 years, having previously worked with Prudential Securities Incorporated and Dain Bosworth Incorporated. Cynthia holds Series 7, 63, and 65 licenses and is registered with the state of California. Cynthia has worked with both corporations and individuals, and her focus is on portfolio management for individuals and businesses.

Firm Information

Cynthia Combs is currently registered with Silicon Valley Capital Partners, LP. Silicon Valley Capital Partners, LP is a registered investment advisor headquartered in San Jose, California. They specialize in financial planning and portfolio management for high-net-worth individuals, corporations, and businesses, as well as pension and profit-sharing plans. The firm has 1387 accounts under management with total assets under management of $860,408,704.
Silicon Valley Capital Partners, LP

1731 TECHNOLOGY DRIVE

SAN JOSE, CA 95110

$860.41M

Assets Under Management

Not reported

Total Clients

3

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Cynthia Combs’s Registration & Firm History

CA

01/01/2025 - Present

Silicon Valley Capital Partners, LP (San Jose CA)

NY

04/26/1996 - 10/15/1997

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

11/21/1994 - 12/22/1995

DAIN BOSWORTH INCORPORATED

MO

08/25/1993 - 08/15/1994

EVEREN SECURITIES, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/12/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/30/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/24/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cynthia Lee Combs.
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