Rohit
Mehrotra
Svb Wealth
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About this Advisor
Rohit Mehrotra is a financial advisor working in Boston, Massachusetts with a total of 2 years of relevant experience. Mehrotra is currently employed by Svb Wealth. Over the course of their career, they have held roles at Jpmorgan Chase Bank Na, Jpmorgan Securities LLC, Triloka Partners LLC, Silicon Valley Bank and Svb Wealth Advisory. Mehrotra has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Connecticut, New Jersey, New York, North Carolina, Pennsylvania and Utah. Svb Wealth is a financial advisory firm operating out of Boston, MA. The investment advisory business has offices in 20 locations and a total of 246 people on staff. It manages $15 billion in total assets among its 11,180 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 31 charities and foundations. Of its 11,180 client accounts, 57% are held by high-net-worth individuals who have more than $1 million in investable assets. Svb Wealth offers a number of services, such as 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 management fee schedules typically vary depending on the type of financial services. 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
Rohit Mehrotra Work History
Rohit has been registered as a financial advisor for 2 years.*
Silicon Valley Bank
Svb Wealth Advisory
Triloka Partners LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities LLC
Jpmorgan Chase Bank Na
Jpmorgan Securities 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 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
Miami, FL
Salt Lake City, UT
Boston, MA
Denver, CO
Houston, TX
New York, NY
Santa Clara, CA
Beverly Hills, 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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