Svb Wealth

Svb Wealth (CRD# 172832) is a financial advisory firm headquartered in Boston, MA. They manage $6,630,165,968 in 4,835 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
53 State Street, 28th Floor, Boston, MA 02109
https://www.svb.com/private-bank/wealth-management
By the Numbers
  • Total Assets Under Management
    6,630
    MILLION
  • Total Number of Accounts
    4,835
    ACCOUNTS
  • Average Account Value
    $1,371,286
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 61 - 70 of 85 top financial advisors.
61
Daniel Koenig, financial advisor New York NY
Daniel R. Koenig
CRD#: 7432455
11 West 42nd Street, 13th Floor, New York, NY 10036

Daniel Koenig (CRD# 7432455) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has 1 year of experience in the finance industry.

62
Bryce Larson, financial advisor Santa Monica CA
Bryce W. Larson
CRD#: 6509586
1437 7th Street, Suite 300, Santa Monica, CA 90401

Bryce Larson (CRD# 6509586) is an Investment Advisor Representative working at Svb Wealth in Santa Monica, CA and has over 5 years of experience in the finance industry.

63
Carol Le, financial advisor Menlo Park CA
Carol Le
CRD#: 7302712
2770 Sand Hill Rd., Menlo Park, CA 94025

Carol Le (CRD# 7302712) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 3 years of experience in the finance industry.

64
Connell Maclean, financial advisor Boston MA
Connell R. Maclean
CRD#: 7637069
53 State Street, 28th Floor, Boston, MA 02109

Connell Maclean (CRD# 7637069) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has 1 year of experience in the finance industry.

65
Robert Mastrogiacomo, financial advisor Boston MA
Robert M. Mastrogiacomo
CRD#: 7548109
53 State Street, 28th Floor, Boston, MA 02109

Robert Mastrogiacomo (CRD# 7548109) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has 1 year of experience in the finance industry.

66
Rohit Mehrotra, financial advisor Boston MA
Rohit Mehrotra
CRD#: 5030342
53 State Street, 28th Floor, Boston, MA 02109

Rohit Mehrotra (CRD# 5030342) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 2 years of experience in the finance industry.

67
Peter Muscat, financial advisor San Francisco CA
Peter M. Muscat
CRD#: 5347658
222 2nd Street, 18th Floor, San Francisco, CA 94105

Peter Muscat (CRD# 5347658) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has 1 year of experience in the finance industry.

68
Sidney Olayinka, financial advisor San Francisco CA
Sidney Olayinka
CRD#: 7640682
222 2nd Street, 18th Floor, San Francisco, CA 94105

Sidney Olayinka (CRD# 7640682) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has 1 year of experience in the finance industry.

69
Casey Paton, financial advisor Boston MA
Casey D. Paton
CRD#: 5382194
53 State St. Floor 28, Boston, MA 02109

Casey Paton (CRD# 5382194) is an Investment Advisor Representative working at Svb Wealth in Boston, MA and has over 4 years of experience in the finance industry.

70
Paul Perillo, financial advisor New York NY
Paul Perillo
CRD#: 4574252
11 West 42nd Street, 13th Floor, New York, NY 10036

Paul Perillo (CRD# 4574252) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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