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Richard Sheridan Jaffe

SVB WEALTH LLC·BOSTON, Massachusetts
Unclaimed Profile
53 STATE STREET, BOSTON, MA 02109CRD# 1207985Firm CRD# 172832
01

About

Richard Sheridan Jaffe is a registered financial advisor based in BOSTON, Massachusetts, affiliated with SVB WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SVB WEALTH LLC
SVB WEALTH
AUM
$6.6B
Regulatory assets under management
Employees
231
Total firm employees
View all advisors at SVB WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1207985
Firm CRD# 172832
7 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Sheridan Jaffe offer?
Richard Sheridan Jaffe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Richard Sheridan Jaffe's credentials?
Richard Sheridan Jaffe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Sheridan Jaffe located?
Richard Sheridan Jaffe is based in BOSTON, Massachusetts, working with SVB WEALTH LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Richard Sheridan Jaffe charge for services?
Richard Sheridan Jaffe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SVB WEALTH LLC?
SVB WEALTH LLC has approximately 231 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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