Rafael A. Svelti is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with FIRST CITIZENS INVESTOR SERVICES, INC., SVB WEALTH.
| Firm | From | To | Current |
|---|---|---|---|
| SVB WEALTH | 2025-11-04 | present | Yes |
| FIRST CITIZENS INVESTOR SERVICES, INC. | 2025-06-05 | present | Yes |
| COMMONWEALTH EQUITY SERVICES, LLC | 2023-11-01 | 2025-04-30 | — |
| J.P. MORGAN SECURITIES LLC | 2022-08-10 | 2023-08-29 | — |
| CITIZENS SECURITIES, INC. | 2021-09-08 | 2022-07-13 | — |
| CLARFELD FINANCIAL ADVISORS, LLC | 2019-09-06 | 2022-07-13 | — |
| CITIZENS SECURITIES, INC. | 2017-03-06 | 2020-01-08 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2015-04-28 | 2015-08-19 | — |