Financial ADVSR advisor directory · SEC adviser records
Svb Wealth financial advisors in Boston, MA
Every SEC-registered investment adviser representative at a Svb Wealth office in Boston, A to Z.
21 registered advisors work at Svb Wealth in Boston, out of 70 at the firm nationwide; it ranks number 38 in the city by advisors. 4 list the CFP designation and 16 are also registered broker representatives.
Svb Wealth advisors in Boston, A to Z
Every Svb Wealth advisor →- Dimitrina K. AtanasovaAlso a broker rep
- David T. BuxtonCertified Financial Planner · Also a broker rep
- Krista M. ConoverInvestment adviser rep
- Timothy S. DavisCertified Financial Planner · Also a broker rep
- Michael C. FinleyAlso a broker rep
- Matthew T. GiuttariAlso a broker rep
- Richard J. GrasfederChartered Financial Analyst
- Daniel R. KoenigAlso a broker rep
- Aaron J. LassanskeChartered Financial Analyst · Also a broker rep
- Kristin E. LepriChartered Financial Analyst · Also a broker rep
- Patricia M. MacdonaldAlso a broker rep
- Connell R. MacleanAlso a broker rep
- Garrett J. ManciniChartered Financial Analyst
- Robert M. MastrogiacomoAlso a broker rep
- Dwight MathisCertified Financial Planner · Also a broker rep
- Michael C. McNabbAlso a broker rep
- Stephen K. MerglerInvestment adviser rep
- Donna M. RoseInvestment adviser rep
- Clarissa A. SmithAlso a broker rep
- Jennifer M. StoodyAlso a broker rep
- Rafael A. SveltiCertified Financial Planner · Also a broker rep
Svb Wealth advisors in every city and state →Svb Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Svb Wealth advisors in other cities
Raleigh, NC 8Menlo Park, CA 5New York, NY 5Palm Beach Gardens, FL 5San Francisco, CA 5Charlotte, NC 3Atlanta, GA 2Beverly Hills, CA 2Cottonwood Heights, UT 2Arlington, VA 1Cypress, TX 1Fayetteville, AR 1Fort Lauderdale, FL 1Maumelle, AR 1Omaha, NE 1
Other firms in Boston
All Boston advisors →Morgan Stanley 347Merrill Lynch, Pierce, Fenner & Smith Incorporated 324J.P. Morgan Securities LLC 226Voya Financial Advisors, Inc. 176UBS Financial Services Inc. 159Strategic Advisers LLC 155Columbia Management Investment Advisers, LLC 134Eaton Vance Management 89John Hancock Investment Management LLC 89MML Investors Services, LLC 88Wells Fargo Clearing Services, LLC 56Putnam Investment Management, LLC 53
Questions
How many financial advisors does Svb Wealth have in Boston?
21 investment adviser representatives are registered at Svb Wealth offices in Boston, Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 70 nationwide. 4 list the CFP designation and 16 are also registered as broker representatives.
Is Svb Wealth one of the largest advisor employers in Boston?
Svb Wealth ranks number 38 in Boston by registered advisors; Morgan Stanley has the most, with 347.
How do I check a Svb Wealth advisor in Boston?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.