Precious
Stansberry
Svb Wealth
Answer a few questions and
get matched with an advisor.
About this Advisor
Precious Stansberry is a financial advisor operating out of Houston, Texas with a total of 1 year of industry experience. Stansberry currently works for Svb Wealth. Their career trajectory has included roles at Svb Wealth LLC, Altria, Boeing, Exxon, Pwc, Naval Education & Training Command (Dod), Cisco, Chevron, Kpmg, Key Energy Services, Align Strategic Partners, Accounting Principals, Handy Hardware, Burnett Staffing Specialist and Kforce. Stansberry holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Massachusetts and Texas. Svb Wealth is a financial advisory business that has its headquarters in Boston, MA. The firm has offices in 20 locations and a total of 246 employees. It has $15 billion in assets under management across its 11,180 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advice to 31 charitable organizations. Of its 11,180 client accounts, 57% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm provides 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 fees usually vary depending on the services provided. However, fee types billed by Svb Wealth likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$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
Precious Stansberry Work History
Precious has been registered as a financial advisor for 1 years.*
Svb Wealth LLC
Altria
Boeing
Exxon
Pwc
Naval Education & Training Command (Dod)
Cisco
Chevron
Kpmg
Key Energy Services
Align Strategic Partners
Accounting Principals
Handy Hardware
Burnett Staffing Specialist
Kforce
*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 Precious Stansberry 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
Beverly Hills, CA
Houston, TX
Boston, MA
Miami, FL
Salt Lake City, UT
Santa Clara, CA
San Francisco, CA
Denver, CO
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.
