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Stephen Kent Mergler

Svb Wealth

Boston, MA

Palm Beach Gardens, FL

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Current Employers
Svb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-05-23
WI RA APPROVED 2024-05-23
FL RA APPROVED 2015-01-27
  • TX RA
    APPROVED_RES
    Since 2024-05-23
  • WI RA
    APPROVED
    Since 2024-05-23
  • FL RA
    APPROVED
    Since 2015-01-27

Branch Locations

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

11170 Us Highway 1 Suite E401, Palm Beach Gardens, FL 33408 • 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 Palm Beach Gardens FL 11/2014 07/2022
Svb Wealth Llc Palm Beach Gardens FL 07/2022 03/2023
Svb Wealth Llc Miami FL 03/2023 Present
  • 11/2014 → 07/2022
    Boston Private Wealth Llc
    Palm Beach Gardens, FL
  • 07/2022 → 03/2023
    Svb Wealth Llc
    Palm Beach Gardens, FL
  • 03/2023 → Present
    Svb Wealth Llc
    Miami, FL
Previous Registrations
  • 2014-01-06 → 2014-11-26
    Banyan Partners, Llc
    Palm Beach Gardens, FL
    Fort Lauderdale, FL
  • 2012-05-31 → 2013-12-24
    Rushmore Investment Advisors Inc
    Plano, TX
  • 2001-01-10 → 2011-12-31
    Northstar Capital Management Inc
    Boca Raton, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-01-08
S63 Uniform Securities Agent State Law Examination 1997-06-02
  • S65 Uniform Investment Adviser Law Examination
    2001-01-08
  • S63 Uniform Securities Agent State Law Examination
    1997-06-02

View on SEC IAPD

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Holly A Dumlupinar
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Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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