AdvisorOS Directory
Claim Profile
SS

Shannon Leigh Saccocia

SVB WEALTH LLC·BOSTON, Massachusetts
Unclaimed Profile
53 STATE STREET, BOSTON, MA 02109CRD# 6477202Firm CRD# 172832
01

About

Shannon Leigh Saccocia 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# 6477202
Firm CRD# 172832
7 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Shannon Leigh Saccocia offer?
Shannon Leigh Saccocia specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Shannon Leigh Saccocia's credentials?
Shannon Leigh Saccocia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shannon Leigh Saccocia located?
Shannon Leigh Saccocia is based in BOSTON, Massachusetts, working with SVB WEALTH LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Shannon Leigh Saccocia charge for services?
Shannon Leigh Saccocia'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BOSTON
Abigail Marie Armstrong — SIGNATOR INVESTORS, INC.Thomas Chan Lin Seto — EATON VANCE WATEROAK ADVISORSPaul Wold Bouchey — EATON VANCE WATEROAK ADVISORSMichael F Hogan — WINDHAVEN INVESTMENT MANAGEMENT, INC.Steven Mr. Moore — SIGNATOR FINANCIAL SERVICES, INC.
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile