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Financial ADVSR advisor directory · SEC adviser records

Svb Wealth financial advisors in New York, NY

Every SEC-registered investment adviser representative at a Svb Wealth office in New York, A to Z.

The short answer

5 registered advisors work at Svb Wealth in New York, out of 70 at the firm nationwide; it ranks number 199 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Svb Wealth advisors in New York, A to Z

Every Svb Wealth advisor →

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

Boston, MA 21Raleigh, NC 8Menlo Park, CA 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 New York

All New York advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 2,429Morgan Stanley 2,084J.P. Morgan Securities LLC 1,919UBS Financial Services Inc. 935Citigroup Global Markets Inc. 591Neuberger Berman Bd LLC 480Cerity Partners LLC 353Wells Fargo Clearing Services, LLC 329Equitable Advisors, LLC 304Oppenheimer & Co. Inc. 213MML Investors Services, LLC 162Rockefeller Financial LLC 159

Questions

How many financial advisors does Svb Wealth have in New York?

5 investment adviser representatives are registered at Svb Wealth offices in New York, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 70 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is Svb Wealth one of the largest advisor employers in New York?

Svb Wealth ranks number 199 in New York by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 2,429.

How do I check a Svb Wealth advisor in New York?

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.