J.P. Morgan Securities
46yrs
Top advisor by experience in Santa Monica
8yrs
Bryce Larson has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Santa Monica, California. Bryce has been with SVB Wealth since 2022; before that, Bryce spent two years at SVB Investment Services. SVB Wealth offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 300 advisors with offices in Santa Monica, and one of 263 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1437 7th Street Suite 300, Santa Monica, CA 90401
FirmSVB Wealth
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$2.37 million
Advisors at the firm34
States licensed ?1 state
Services through SVB Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowSVB WealthCurrent firm
- Jan 2021 – Jul 2022SVB Investment Services Inc.Previously
Contact Bryce
(617) 912-4485Firm headquarters in Boston, MA. Ask for Bryce. 1437 7th Street Suite 300Santa Monica, CA 90401Office · Get directions LinkedIn pageSVB Wealth
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Questions to ask Bryce
Tailored to Bryce’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Bryce
How do I contact Bryce?
Call SVB Wealth at (617) 912-4485 and ask for Bryce Larson. Bryce works from the Santa Monica, CA office.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Bryce hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
SVB Wealth reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Bryce for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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