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
Marcelo Marinho-Gomes (CRD# 5644106) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 14 years of experience in the finance industry.
Michael McNabb (CRD# 1134091) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 31 years of experience in the finance industry.
Jason McPharlin (CRD# 4801219) is an Investment Advisor Representative working at Svb Wealth in Palm Beach Gardens, FL and has over 19 years of experience in the finance industry.
Stephen Mergler (CRD# 2873285) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 26 years of experience in the finance industry.
Lance Millar (CRD# 4987888) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 18 years of experience in the finance industry.
Thomas O'keefe (CRD# 6515869) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 3 years of experience in the finance industry.
Michael Onorato (CRD# 2952987) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 26 years of experience in the finance industry.
Maximilian Ortiz (CRD# 5374123) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 6 years of experience in the finance industry.
Garek Parry (CRD# 6242143) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 10 years of experience in the finance industry.
Nancy Perez (CRD# 4345087) is an Investment Advisor Representative working at Svb Wealth in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.