Unclaimed Profile

Richard Sheridan Jaffe

SVB WEALTH LLC·BOSTON, Massachusetts

SVB WEALTH LLC

53 STATE STREET, BOSTON, MA 02109CRD# 1207985Firm CRD# 172832

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard Sheridan Jaffe · BOSTON, MA

Registration

CRD #1207985 · SVB WEALTH LLC

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1207985

Firm CRD# 172832

View on FINRA BrokerCheck →

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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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