Lance
Millar
Svb Wealth
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About this Advisor
Lance Millar is a certified financial planner working in San Francisco, California with a total of 9 years of relevant experience. Millar is on the advisory team at Svb Wealth. During their career, the advisor has held roles at Boston Private Wealth LLC and Banyan Partners, LLC. Millar has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in California and Florida. Svb Wealth is an advisory company based out of Boston, MA. The firm has offices in 20 locations and a total of 246 advisors. It administers $15 billion in assets between its 11,180 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 31 charitable organizations. Of its 11,180 accounts, 57% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Svb Wealth has a diverse array of services, such as 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. Financial advisory fees usually depend on which service is offered. However, fee types billed by Svb Wealth likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$14,755,784,415
246
11,180
$1,319,838
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
Lance Millar Work History
Lance has been registered as a financial advisor for 9 years.*
Boston Private Wealth LLC
Banyan Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lance Millar 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
New York, NY
Miami, FL
Boston, MA
San Francisco, CA
Denver, CO
Santa Clara, CA
Beverly Hills, CA
Salt Lake City, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
