Cassandra
Stokes
Svb Wealth
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About this Advisor
Cassandra Stokes is a financial advisor based in Beverly Hills, California, working with Svb Wealth. Cassandra has previously held positions at Jp Morgan Chase Bank Na, J.P. Morgan Securities LLC, Part-Time Education, Comerica Bank, Svb Wealth Advisory Inc, Silicon Valley Bank, Boston Private Wealth, LLC, Svb Wealth LLC, Svb Investment Services Inc, and First Citizens Investor Services. Cassandra has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Nevada, Texas, Virginia, and Washington. Currently, Cassandra is part of Svb Wealth, which operates out of Beverly Hills, California. The firm has 19 offices and 231 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Svb Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$6,630,165,968
231
4,835
$1,371,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Cassandra Stokes Work History
First Citizens Investor Services
Svb Wealth LLC
Svb Investment Services Inc
Boston Private Wealth, LLC
Svb Wealth Advisory Inc
Silicon Valley Bank
Comerica Bank
Jp Morgan Chase Bank Na
J.P. Morgan Securities LLC
Part-Time Education
Disclosures
Please visit the SEC profile of Cassandra Stokes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Svb Wealth
Los Altos, CA
Boston, MA
Kaysville, UT
San Francisco, CA
Boston, MA
San Francisco, CA
Boston, MA
Boston, MA
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