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 11 - 20 of 85 top financial advisors.
11
Rina Echavez
CRD#: 2438658
9465 Wilshire Blvd., Suite 800, Beverly Hills, CA 90212

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.

12
Ryan M. Ficks
CRD#: 5069793
2770 Sand Hill Road, Menlo Park, CA 94025

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.

13
Michael C. Finley
CRD#: 4531876
53 State Street, 28th Floor, Boston, MA 02109

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.

14
Judy Han
CRD#: 4680280
2770 Sandhill Road, Menlo Park, CA 94025

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.

15
Jennifer W. Heeren
CRD#: 4481450
11770 Us Highway 1, Suite E401, Palm Beach Gardens, FL 33408

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.

16
Richard S. Jaffe
CRD#: 1207985
Paoli, PA

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.

17
Qwendalynn T. Lai
CRD#: 5576511
2770 Sand Hill Rd., Menlo Park, CA 94025

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.

18
Peter J. Laplaca
CRD#: 2447206
11 West 42nd Street, 13th Floor, New York, NY 10036

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.

19
Ian S. Leburn
CRD#: 4164178
11770 Us Highway 1, Suite E401, Palm Beach Gardens, FL 33408

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.

20
Garrett J. Mancini
CRD#: 6999411
53 State Street, 28th Floor, Boston, MA 02109

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.

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