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
Rina Echavez (CRD# 2438658) is an Investment Advisor Representative working at Svb Wealth in Beverly Hills, CA and has over 30 years of experience in the finance industry.
Ryan Ficks (CRD# 5069793) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 18 years of experience in the finance industry.
Michael Finley (CRD# 4531876) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 7 years of experience in the finance industry.
Judy Han (CRD# 4680280) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 17 years of experience in the finance industry.
Jennifer Heeren (CRD# 4481450) is an Investment Advisor Representative working at Svb Wealth in Palm Beach Gardens, FL and has over 20 years of experience in the finance industry.
Richard Jaffe (CRD# 1207985) is an Investment Advisor Representative working at Svb Wealth in Paoli, PA and has over 40 years of experience in the finance industry.
Qwendalynn Lai (CRD# 5576511) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 14 years of experience in the finance industry.
Peter Laplaca (CRD# 2447206) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has over 30 years of experience in the finance industry.
Ian Leburn (CRD# 4164178) is an Investment Advisor Representative working at Svb Wealth in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
Garrett Mancini (CRD# 6999411) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has 1 year of experience in the finance industry.