Emmett
Maguire
Svb Wealth
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About this Advisor
Emmett Maguire is a chartered financial analyst working out of Boston, Massachusetts who has 4 years of relevant experience. Maguire is currently employed by Svb Wealth. Maguire has gained experience at Lake Street Advisors, LLC, Coalesce, Draper Laboratory and Boston Private Wealth LLC. Maguire maintains Series 63 and Series 66 licenses, certifying them as a securities agent, and can work in Massachusetts. Svb Wealth is an advisory business operating out of Boston, MA. The investment advisory business has offices in 20 locations and a total of 246 financial advisors. It has $15 billion in assets among its 11,180 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 31 charitable organizations. Of its 11,180 customer accounts, 57% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm provides a wide array 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. Fees for financial management typically are based on which services are offered. Fees billed by Svb Wealth can include 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
Emmett Maguire Work History
Emmett has been registered as a financial advisor for 4 years.*
Boston Private Wealth LLC
Draper Laboratory
Coalesce
Lake Street Advisors, 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 Emmett Maguire 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
San Francisco, CA
Denver, CO
Miami, FL
Miami, FL
Santa Clara, CA
Salt Lake City, UT
Boston, MA
Beverly Hills, CA
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