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).

By the Numbers
  • Total Assets Under Management
    14,756
    MILLION
  • Total Number of Accounts
    11,180
    ACCOUNTS
  • Average Account Value
    $1,319,838
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Svb Wealth
Showing 31 - 40 of 85 top financial advisors.
31
Stewart D. Preziose
CRD#: 5515729
53 State Street, 28th Floor, Boston, MA 02109

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.

32
Jared A. Schumann
CRD#: 5824690
11 West 42nd Street, 13th Floor, New York, NY 10036

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.

33
William B. Scoggins
CRD#: 5256745
1000 Wilson Blvd, Suite 2101, Arlington, VA 22209

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.

34
Brian S. Smith
CRD#: 2901832
53 State Street, 28th Floor, Boston, MA 02109

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.

35
Clarissa A. Smith
CRD#: 2854854
53 State Street, 28th Floor, Boston, MA 02109

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.

36
Kyle G. Stephens
CRD#: 6849523
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121

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.

37
Mark L. Stevenson
CRD#: 1516084
2770 Sand Hill Road, Menlo Park, CA 94025

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.

38
Douglas R. Swenson
CRD#: 1235167
11770 Us Highway 1, Suite E401, Palm Beach Gardens, FL 33408

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.

39
Joshua G. Thomas
CRD#: 2450518
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121

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.

40
Jeff R. Thompson
CRD#: 7023290
2770 Sandhill Road, Menlo Park, CA 94023

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.

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