Katia
Friend
Svb Wealth
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About this Advisor
Katia Friend is a financial advisor based in New York, New York, working with Svb Wealth. Katia has previously held positions at Bny Mellon Securities Corporation, Svb Wealth, First Citizens Investor Services, Mbsc Securities Corporation, and Bny Mellon. Katia has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in New York. Currently, Katia is part of Svb Wealth, which operates out of New York, New York. 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
Katia Friend Work History
Svb Wealth
First Citizens Investor Services
Bny Mellon Securities Corporation
Mbsc Securities Corporation
Bny Mellon
Disclosures
Please visit the SEC profile of Katia Friend 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
Houston, TX
San Francisco, CA
Los Altos, CA
San Francisco, CA
Boston, MA
Boston, MA
Boston, MA
New York, NY
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