Sandra
Healey

Svb Wealth

CRD#5417202
Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Sandra Healey is a financial advisor operating out of Boston, Massachusetts, with 1 year of industry experience. Healey is an advisor for Svb Wealth. Over the course of their career, Healey has held roles at Credit Suisse Securities (Usa) LLC, Credit Suisse Lending LLC, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Raymond James & Associates, Morgan Stanley, Svb Wealth Advisory, Silicon Valley Bank, Svb Wealth LLC and Svb Investment Services Inc. Healey has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Alabama, Colorado, Connecticut, District Of Columbia, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, North Carolina, Ohio and Virginia. Svb Wealth is a business based out of Boston, MA. The investment advisory business has offices in 20 locations and a total of 246 financial advisors. It manages $15 billion in total assets among its 11,180 client 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 client accounts, 57% are held by high-net-worth investors who have more than $1 million in assets. Svb Wealth offers a wide range 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. Fees charged by financial advisors are based on which services the firm provides the client. However, fees charged by Svb Wealth most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

53 State Street 28Th Floor
Boston, MA 02109

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Svb Wealth Brokerage Details

Total Assets Under Management

$14,755,784,415

MA Average: $16,012,751,954
Total Number of Employees

246

MA Average: 118
Total Number of Accounts

11,180

MA Average: 4,567
Average Account Size

$1,319,838

MA Average: $3,506,186

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

Sandra Healey Work History

Sandra has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Silicon Valley Bank

2022 - Present (2 years)

Svb Wealth LLC

2022 - Present (2 years)

Svb Investment Services Inc

2022 - 2022 (< 1 year)

Svb Wealth Advisory

2019 - 2022 (3 years)

Morgan Stanley

2018 - 2019 (1 year)

Raymond James & Associates

2016 - 2016 (< 1 year)

Wells Fargo Advisors LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Credit Suisse Lending LLC

2013 - 2016 (3 years)

Credit Suisse Securities (Usa) 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 Sandra Healey 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

Meghan Spear
Miami, FL
Lorraine Monick
Miami, FL
Rina Echavez
Beverly Hills, CA
Rachel Fitzpatrick
Denver, CO
Qaysar Al Aboosi
Santa Clara, CA
Marcel Pfister
New York, NY
Kyle Stephens
Salt Lake City, UT
Precious Stansberry
Houston, TX

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started