Inactive

Mary Elizabeth Kade

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Current Employers

Svb Wealth

53 State Street 28Th Floor, Boston, MA 02109 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-11-25

NY RA
APPROVED

Since 2024-11-25

Branch Locations

11 West 42Nd Street 13Th Floor, New York, NY 10036 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Svb Wealth	New York	NY	06/2024	Present
Svb Private, Boston Private, Kls	New York	NY	08/2013	Present
First Citizens Investor Services	Raleigh	NC	04/2026	Present

06/2024 → Present

Svb Wealth

New York, NY
08/2013 → Present

Svb Private, Boston Private, Kls

New York, NY
04/2026 → Present

First Citizens Investor Services

Raleigh, NC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-11-25

S65 Uniform Investment Adviser Law Examination

2024-11-25

Other Names

Maryliz Elizabeth Kade
Maryliz Manning Kade

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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