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 1 - 10 of 85 top financial advisors.
1
Sigita Baker
CRD#: 5900075
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121

Sigita Baker (CRD# 5900075) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 11 years of experience in the finance industry.

2
Kiera N. Blinzinger
CRD#: 2633161
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121

Kiera Blinzinger (CRD# 2633161) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 23 years of experience in the finance industry.

3
Amy S. Born
CRD#: 2640905
9465 Wilshire Blvd., Suite 800, Beverly Hills, CA 90212

Amy Born (CRD# 2640905) is an Investment Advisor Representative working at Svb Wealth in Beverly Hills, CA and has over 28 years of experience in the finance industry. Amy Born has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
David T. Buxton
CRD#: 5401619
53 State St. 28th Floor, Boston, MA 02109

David Buxton (CRD# 5401619) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 13 years of experience in the finance industry. David Buxton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Andres G. Coles
CRD#: 2605473
53 State Street, 28th Floor, Boston, MA 02109

Andres Coles (CRD# 2605473) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 15 years of experience in the finance industry.

6
Krista M. Conover
CRD#: 6424774
53 State Street, 28th Floor, Boston, MA 02109

Krista Conover (CRD# 6424774) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 9 years of experience in the finance industry.

7
Michael J. Conway
CRD#: 5350912
505 Howard Street, 3rd Floor, San Francisco, CA 94105

Michael Conway (CRD# 5350912) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 13 years of experience in the finance industry.

8
Dudley Cunningham
CRD#: 58747
53 State Street, 28th Floor, Boston, MA 02109

Dudley Cunningham (CRD# 58747) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has 1 year of experience in the finance industry.

9
Timothy S. Davis
CRD#: 6002272
53 State St. 28th Floor, Boston, MA 02109

Timothy Davis (CRD# 6002272) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 4 years of experience in the finance industry. Timothy Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Olga L. Devalue
CRD#: 1743082
11770 Us Highway 1, Suite E401, Palm Beach Gardens, FL 33408

Olga Devalue (CRD# 1743082) is an Investment Advisor Representative working at Svb Wealth in Palm Beach Gardens, FL and has 1 year of experience in the finance industry. Olga Devalue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.