Svb Wealth
Svb Wealth (CRD# 172832) is a financial advisory firm headquartered in Boston, MA. They manage $14,755,784,415 in 11,180 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management14,756MILLION
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Total Number of Accounts11,180ACCOUNTS
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Average Account Value$1,319,838
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Stewart Preziose (CRD# 5515729) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 10 years of experience in the finance industry.
Jared Schumann (CRD# 5824690) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has over 10 years of experience in the finance industry.
William Scoggins (CRD# 5256745) is an Investment Advisor Representative working at Svb Wealth in Arlington, VA and has over 17 years of experience in the finance industry.
Brian Smith (CRD# 2901832) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 26 years of experience in the finance industry.
Clarissa Smith (CRD# 2854854) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 25 years of experience in the finance industry.
Kyle Stephens (CRD# 6849523) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.
Mark Stevenson (CRD# 1516084) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 21 years of experience in the finance industry.
Douglas Swenson (CRD# 1235167) is an Investment Advisor Representative working at Svb Wealth in Palm Beach Gardens, FL and has over 40 years of experience in the finance industry.
Joshua Thomas (CRD# 2450518) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 30 years of experience in the finance industry.
Jeff Thompson (CRD# 7023290) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 5 years of experience in the finance industry.