Financial ADVSR advisor directory · SEC adviser records
Svb Wealth financial advisors in Massachusetts
Every SEC-registered investment adviser representative at a Svb Wealth office in Massachusetts, by city and A to Z.
21 registered advisors work at Svb Wealth in Massachusetts, out of 70 nationwide; it's the firm's number 1 state by advisors, and the most are in Boston (21). 4 list the CFP designation and 16 are also registered broker representatives.
Svb Wealth advisors by city in Massachusetts
Every firm in Massachusetts →Svb Wealth advisors in Massachusetts, A to Z
Search by name →- Dimitrina K. AtanasovaBoston
- David T. BuxtonBoston · Certified Financial Planner
- Krista M. ConoverBoston
- Timothy S. DavisBoston · Certified Financial Planner
- Michael C. FinleyBoston
- Matthew T. GiuttariBoston
- Richard J. GrasfederBoston · Chartered Financial Analyst
- Daniel R. KoenigBoston
- Aaron J. LassanskeBoston · Chartered Financial Analyst
- Kristin E. LepriBoston · Chartered Financial Analyst
- Patricia M. MacdonaldBoston
- Connell R. MacleanBoston
- Garrett J. ManciniBoston · Chartered Financial Analyst
- Robert M. MastrogiacomoBoston
- Dwight MathisBoston · Certified Financial Planner
- Michael C. McNabbBoston
- Stephen K. MerglerBoston
- Donna M. RoseBoston
- Clarissa A. SmithBoston
- Jennifer M. StoodyBoston
- Rafael A. SveltiBoston · Certified Financial Planner
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Svb Wealth in other states
Questions
How many Svb Wealth financial advisors are in Massachusetts?
21 investment adviser representatives are registered at Svb Wealth offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 70 at the firm nationwide. 4 list the CFP designation and 16 are also registered as broker representatives.
Where in Massachusetts does Svb Wealth have the most advisors?
Boston, with 21. Svb Wealth has advisors in 1 city in Massachusetts.
How do I check a Svb Wealth advisor in Massachusetts?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Svb Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.