Dimitrina
Atanasova
Svb Wealth
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About this Advisor
Dimitrina Atanasova is a financial advisor based in Boston, Massachusetts, working with Svb Wealth. Dimitrina has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Santander Bank, Rock Harbor Grill, Svb Investment Services Inc, The Chatham Cut, Svb Wealth LLC, and First Citizens Investor Services. Dimitrina has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Connecticut, Florida, Illinois, Maine, Massachusetts, New Hampshire, New York, Rhode Island, and Vermont. Currently, Dimitrina is part of Svb Wealth, which operates out of Boston, Massachusetts. 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.
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Fee Structure
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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
Dimitrina Atanasova Work History
First Citizens Investor Services
The Chatham Cut
Svb Wealth LLC
Rock Harbor Grill
Svb Investment Services Inc
Santander Bank
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America
Santander Bank
Disclosures
Please visit the SEC profile of Dimitrina Atanasova 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
Kaysville, UT
Houston, TX
Boston, MA
San Francisco, CA
Boston, MA
Los Altos, CA
San Francisco, CA
Atlanta, GA
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