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 21 - 30 of 85 top financial advisors.
21
Marcelo R. Marinho-Gomes
CRD#: 5644106
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121

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.

22
Michael C. McNabb
CRD#: 1134091
53 State Street, 28th Floor, Boston, MA 02109

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.

23
Jason J. McPharlin
CRD#: 4801219
11770 Us Highway 1, Suite E401, Palm Beach Gardens, FL 33408

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.

24
Stephen K. Mergler
CRD#: 2873285
53 State Street, 28th Floor, Boston, MA 02109

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.

25
Lance A. Millar
CRD#: 4987888
100 Pine Street, Suite 2800, San Francisco, CA 94111

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.

26
Thomas O'keefe
CRD#: 6515869
505 Howard Street, San Francisco, CA 94105

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.

27
Michael E. Onorato
CRD#: 2952987
53 State Street, 28th Floor, Boston, MA 02109

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.

28
Maximilian Ortiz
CRD#: 5374123
505 Howard St. 3rd Floor, San Francisco, CA 94105

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.

29
Garek E. Parry
CRD#: 6242143
2750 E. Cottonwood Parkway Suite 420, Cottonwood Heights, UT 84121

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.

30
Nancy Perez
CRD#: 4345087
11770 Us Highway 1, Suite E401, Palm Beach Gardens, FL 33408

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.

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