Olga
Devalue
Svb Wealth
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About this Advisor
Olga Devalue is a certified financial planner working in North Palm Beach, Florida with a total of 2 years of industry experience. Devalue is an employee of Svb Wealth. The advisor has gained experience at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, The Prudential Insurance Company Of America, Pruco Securities, LLC and Boston Private Wealth LLC. Devalue can serve investors in Florida. Svb Wealth is a firm that has its headquarters in Boston, MA. The company has offices in 20 locations and a total of 246 people on staff. It handles $15 billion in assets under management among its 11,180 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 31 charitable organizations. Of its 11,180 accounts, 57% are associated with high-net-worth investors who have at least $1 million in assets. Svb Wealth has a broad set 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 fee schedules usually vary depending on the type of financial services. However, fee types charged by Svb Wealth can consist 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
Olga Devalue Work History
Olga has been registered as a financial advisor for 2 years.*
Boston Private Wealth LLC
The Prudential Insurance Company Of America
Pruco Securities, LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities Inc
*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 Olga Devalue 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
Salt Lake City, UT
Beverly Hills, CA
San Francisco, CA
Houston, TX
Denver, CO
New York, NY
Miami, FL
Santa Clara, CA
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.
