Marcelo Ricardo Marinho-Gomes

Employer firm

First Citizens Investor Services, Inc. CRD 44430

$2.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 11/2016
  Wells Fargo Advisors Llc
  Salt Lake City, UT
• 11/2016 → 11/2021
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 11/2021 → 03/2023
  Silicon Valley Bank
  San Francisco, CA
• 11/2021 → 06/2022
  Svb Wealth Advisory, Inc.
  San Francisco, CA
• 06/2022 → Present
  Svb Wealth Llc
  San Francisco, CA
• 06/2022 → 12/2023
  Svb Investment Services Inc
  San Francisco, CA
• 12/2023 → Present
  First Citizens Investor Services
  Raleigh, NC

Previous Registrations

• 2021-12-06 → 2022-07-29
  Svb Investment Services Inc.
  Cottonwood Heights, UT
• 2010-03-31 → 2021-12-20
  Wells Fargo Clearing Services, Llc
  Scottsdale, AZ
  Mesa, AZ
  Scottsdale, AZ
  Apache Junction, AZ
  Mesa, AZ
  Mesa, AZ
  Mesa, AZ
  Scottsdale, AZ
  Scottsdale, AZ
  Sarasota, FL
  Naples, FL
  Mesa, AZ
  Mesa, AZ
  Mesa, AZ
  Glendale, AZ
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Salt Lake City, UT
  Bountiful, UT
• 2009-06-30 → 2010-03-22
  Wells Fargo Investments, Llc
  Mesa, AZ

Other Businesses

1) SVB Wealth LLC-Investment Related-AI Relationship Manager Position is AI Relationship Manager; Started 06/2022; FTE employee; AI Relationship Manager for customers 2) the name of the other business; Motu Travel, LLC whether the business is investment-related; NO the nature of the other business; Travel/Tourism Consulting your position; Managing Member title, or relationship with the other business; owner/ managing member the start date of your relationship; March 2022 the approximate number of hours/month you devote to the other business;2-5 hours a week on the weekend 3) LAVISH ISLAND TOURS LLC POSITION: Owner/Co-Owner NATURE: Travel consulting to Greece INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2026 ADDRESS: Denver CO 80206, United States DESCRIPTION: Travel/Tourism Consulting

Exams

• S66 Uniform Combined State Law Examination
  2009-06-05

Other Names

• Marcelo Gomes
• Marcelo Rm Gomes
• Marcelo Marinho