Peter
La Placa
Svb Wealth
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About this Advisor
Peter La Placa is a certified financial planner and chartered financial consultant who works out of New York, New York with a total of 3 years of relevant experience. La Placa works at Svb Wealth. Throughout their career, La Placa has worked at Boston Private Wealth LLC and Citigroup Global Markets Inc. La Placa maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California, New York and Texas. Svb Wealth is an advisory firm based in Boston, MA. The firm has offices in 20 locations and a total of 246 advisors. It has $15 billion in total assets across its 11,180 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 31 charitable organizations. Of its 11,180 client accounts, 57% are held by high-net-worth investors who have greater than $1 million in assets. Svb Wealth provides a broad set 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 usually are based on which services the firm provides the client. Fee types billed by Svb Wealth can consist of any blend 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
Peter La Placa Work History
Peter has been registered as a financial advisor for 3 years.*
Boston Private Wealth LLC
Citigroup Global Markets Inc
*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 Peter La Placa 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
New York, NY
Miami, FL
Denver, CO
Santa Clara, CA
Beverly Hills, CA
Salt Lake City, UT
Houston, TX
Boston, MA
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.
