Svb Wealth
Svb Wealth (CRD# 172832) is a financial advisory firm headquartered in Boston, MA. They manage $6,630,165,968 in 4,835 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management6,630MILLION
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Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- 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
Thomas Abramo (CRD# 2938210) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 22 years of experience in the finance industry.
Bayyianah Akbar (CRD# 7582376) is an Investment Advisor Representative working at Svb Wealth in Miami, FL and has 1 year of experience in the finance industry.
Qaysar Al Aboosi (CRD# 7113886) is an Investment Advisor Representative working at Svb Wealth in California, CA and has over 4 years of experience in the finance industry.
Alejandro Algaze (CRD# 5413281) is an Investment Advisor Representative working at Svb Wealth in Miami, FL and has over 15 years of experience in the finance industry.
Gustavo Arce (CRD# 4432219) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 13 years of experience in the finance industry.
Jeffrey Becker (CRD# 7602751) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has 1 year of experience in the finance industry.
Mark Childs (CRD# 4136581) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has over 23 years of experience in the finance industry.
Marvin Christian (CRD# 2933295) is an Investment Advisor Representative working at Svb Wealth in Atlanta, GA and has over 26 years of experience in the finance industry.
Eric Curry (CRD# 7201028) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 4 years of experience in the finance industry.
Richard De Villiers (CRD# 6912977) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has over 6 years of experience in the finance industry.