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Nancy Perez

Svb Wealth

Palm Beach Gardens, FL

Boston, MA

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Current Employers
Svb Wealth

53 State Street 28Th Floor, Boston, MA 02109 • United States

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2024-08-14
MA RA APPROVED 2024-08-06
AZ RA APPROVED 2024-07-31
CA RA APPROVED 2024-05-22
CO RA APPROVED 2024-05-22
DE RA APPROVED 2024-05-22
MD RA APPROVED 2024-05-22
TX RA APPROVED 2024-05-22
VA RA APPROVED 2024-05-22
WA RA APPROVED 2024-05-22
FL RA APPROVED 2015-01-02
  • DC RA
    APPROVED
    Since 2024-08-14
  • MA RA
    APPROVED
    Since 2024-08-06
  • AZ RA
    APPROVED
    Since 2024-07-31
  • CA RA
    APPROVED
    Since 2024-05-22
  • CO RA
    APPROVED
    Since 2024-05-22
  • DE RA
    APPROVED
    Since 2024-05-22
  • MD RA
    APPROVED
    Since 2024-05-22
  • TX RA
    APPROVED
    Since 2024-05-22
  • VA RA
    APPROVED
    Since 2024-05-22
  • WA RA
    APPROVED
    Since 2024-05-22
  • FL RA
    APPROVED
    Since 2015-01-02

Branch Locations

11770 Us Highway 1 Suite 201, Palm Beach Gardens, FL 33408 • United States

53 State Street 28Th Floor, Boston, MA 02109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Boston Private Wealth Llc Boston MA 10/2014 Present
  • 10/2014 → Present
    Boston Private Wealth Llc
    Boston, MA
Previous Registrations
  • 2012-01-23 → 2014-11-26
    Banyan Partners, Llc
    Miami, FL
    Palm Beach Gardens, FL
  • 1982-08-31 → 2011-12-21
    Earl M Foster Associates
    Miami, FL
Designations

View on SEC IAPD

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Other Offices

WIN ADVISORS, INC · PALM BEACH GARDENS, FL
MONEY CONCEPTS ADVISORY SERVICE · PALM BEACH GARDENS, FL
GWN SECURITIES INC. · PALM BEACH GARDENS, FL
MONEY CONCEPTS CAPITAL CORP · PALM BEACH GARDENS, FL
INDEPENDENT FINANCIAL PARTNERS · Palm Beach Gardens, FL
DAKOTA WEALTH, LLC · PALM BEACH GARDENS, FL
ZACHARY FINANCIAL CONSULTANTS LLC · PALM BEACH GARDENS, FL
BLUE LINE CAPITAL ADVISORS · PALM BEACH GARDENS, FL

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