Investment adviser representative · Svb Wealth
Richard J. Grasfeder
CRD 4996655 · Boston, MA
At a glance
Richard J. Grasfeder is an investment adviser representative with Svb Wealth in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Richard’s SEC record dates to 2005, about 21 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Svb WealthSince July 2025Boston, MA · $3.1B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Richard’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.