Robert
Park
Svb Wealth
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About this Advisor
Robert Park is a financial advisor operating in Austin, Texas, who has 7 years of industry experience. Park works at Svb Wealth. The advisor has gained experience at Fidelity, Beacon Pointe Advisors, LLC, Svb Wealth LLC and Svb Investment Services Inc. Park maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to work in California, Massachusetts and Texas. Svb Wealth is a registered investment firm that has its headquarters in Boston, MA. The investment advisory business has offices in 20 locations and a total of 246 employees. It controls $15 billion in assets under management among its 11,180 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 31 charitable organizations. Of its 11,180 customer accounts, 57% are associated with high-net-worth investors who have more than $1 million in investable assets. Svb Wealth offers 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. Fees charged by financial advisors vary depending on the financial services. Fee types charged by Svb Wealth likely include 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
Robert Park Work History
Robert has been registered as a financial advisor for 7 years.*
Svb Investment Services Inc
Svb Wealth LLC
Beacon Pointe Advisors, LLC
Fidelity
*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 Robert Park 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
Miami, FL
Santa Clara, CA
Miami, FL
Beverly Hills, CA
San Francisco, CA
Boston, MA
New York, NY
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.
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