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SVB WEALTH LLC
SVB WEALTH LLC
SVB WEALTH
BOSTON, Massachusetts
·
5 registered advisors
·
CRD# 172832
SEC# 801-80480
19
617-223-0200
01
Firm Overview
AUM
$6.6B
Regulatory assets under management
Employees
231
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SVB WEALTH LLC
5 registered advisors
Richard Sheridan Jaffe
BOSTON, Massachusetts
CRD# 1207985
Shannon Leigh Saccocia
BOSTON, Massachusetts
CFA
CRD# 6477202
Thomas Kenneth Anderson
BOSTON, Massachusetts
CRD# 2114287
William Irvin Woodson
BOSTON, Massachusetts
CRD# 1529221
William Thomas Oberlies
BOSTON, Massachusetts
CRD# 3139346
05
Office Locations
BOSTON, Massachusetts
5 advisors
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Data sourced from SEC Form ADV filings. SVB WEALTH LLC (CRD# 172832) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.