Alejandro
Algaze
Svb Wealth
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About this Advisor
Alejandro Algaze is a financial advisor who works out of Miami, Florida, with a total of 3 years of relevant experience. Algaze works at Svb Wealth. Their career trajectory has included roles at Canada Corp, Chai Logistics and Svb Wealth LLC (F/K/A) Boston Private Wealth LLC. Algaze holds Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Svb Wealth is a firm based out of Boston, MA. It has offices in 20 locations and a total of 246 people on staff. It controls $15 billion in assets under management between its 11,180 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 31 charitable organizations. Of its 11,180 client accounts, 57% are associated with high-net-worth clients who have at least $1 million in assets. The firm has a number 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 are based on which services the firm provides the client. However, fees charged by Svb Wealth most likely are comprised 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
Alejandro Algaze Work History
Alejandro has been registered as a financial advisor for 3 years.*
Svb Wealth LLC (F/K/A) Boston Private Wealth LLC
Chai Logistics
Canada Corp
*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 Alejandro Algaze 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
Santa Clara, CA
Houston, TX
Boston, MA
New York, NY
Miami, FL
San Francisco, CA
Salt Lake City, UT
Miami, FL
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