Daniel
Lopez
Svb Wealth
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About this Advisor
Daniel Lopez is a chartered financial analyst working in Miami, Florida with 3 years of relevant experience. Lopez currently works for Svb Wealth. The advisor has gained experience at Svb Wealth LLC, Bank Hapoalim and Sira Capital. Lopez maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Florida. Svb Wealth is a company operating out of Boston, MA. The company has offices in 20 locations and a total of 246 financial advisors. It controls $15 billion in assets under management between its 11,180 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 31 charities and foundations. Of its 11,180 client accounts, 57% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a number of services, including 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 vary depending on which services the firm provides the client. Fees charged by Svb Wealth likely consist of any 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
Daniel Lopez Work History
Daniel has been registered as a financial advisor for 3 years.*
Svb Wealth LLC
Sira Capital
Bank Hapoalim
*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 Daniel Lopez 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
Boston, MA
San Francisco, CA
Miami, FL
Denver, CO
Salt Lake City, UT
Miami, FL
Beverly Hills, CA
New York, NY
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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