Timothy
Davis
Svb Wealth
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About this Advisor
Timothy Davis is a certified financial planner operating out of Boston, Massachusetts, who has 2 years of industry experience. Davis is on the advisory team at Svb Wealth. Throughout their career, they have worked at Brown Brothers Harriman & Co, Silicon Valley Bank, Svb Wealth Advisory, Svb Investment Services and Svb Wealth LLC. Davis holds a Series 63 license, certifying them as a securities representative, and is approved to advise clients in California and Massachusetts. Svb Wealth is a financial advisory company based out of Boston, MA. The company has offices in 20 locations and a total of 246 people on staff. It oversees $15 billion in assets under management between its 11,180 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 31 charitable organizations. Of its 11,180 accounts, 57% are held by high-net-worth clients who have at least $1 million in investable assets. Svb Wealth offers a diverse array 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 fees typically are based on which services are provided. However, fees billed by Svb Wealth most likely 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
Timothy Davis Work History
Timothy has been registered as a financial advisor for 2 years.*
Svb Investment Services
Svb Wealth LLC
Silicon Valley Bank
Svb Wealth Advisory
Brown Brothers Harriman & Co
*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 Timothy Davis 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
Boston, MA
Salt Lake City, UT
Miami, FL
Santa Clara, CA
Denver, CO
San Francisco, CA
New York, NY
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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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.
