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Inactive

Krista M. Conover

Svb Wealth

Boston, MA

San Mateo, CA

CRD 6424774

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Employer firm

Svb Wealth CRD 172832

$3.10B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Svb Wealth

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-01-29
  • CA RA
    APPROVED
    Since 2015-01-29

Branch Locations

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

160 Bovet Road, San Mateo, CA 94402 • 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
Svb Wealth Llc (F/K/A Boston Private Wealth Llc) San Mateo CA 11/2014 Present
  • 11/2014 → Present
    Svb Wealth Llc (F/K/A Boston Private Wealth Llc)
    San Mateo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-29
  • S65 Uniform Investment Adviser Law Examination
    2015-01-29

View on SEC IAPD

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Nearby Investors

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Nearby Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA

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