Rohit
Mehrotra
Svb Wealth
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About this Advisor
Rohit Mehrotra is a financial advisor based in Boston, Massachusetts, working with Svb Wealth. Rohit has previously held positions at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Silicon Valley Bank, Svb Wealth Advisory, Svb Investment Services Inc, First Citizens Investor Services, and Triloka Partners LLC. Rohit has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Connecticut, New Jersey, New York, North Carolina, Pennsylvania, and Utah. Currently, Rohit 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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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
Rohit Mehrotra Work History
First Citizens Investor Services
Svb Wealth Advisory
Svb Investment Services Inc
Triloka Partners LLC
Silicon Valley Bank
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Disclosures
Please visit the SEC profile of Rohit Mehrotra 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
San Francisco, CA
Boston, MA
Boston, MA
Houston, TX
San Francisco, CA
New York, NY
Atlanta, GA
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