Nancy Perez
Investment adviser representative at Svb Wealth
12 yearsExperience
11 statesRegistered in
CFADesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Svb WealthJan 2015 to now
- Boston Private Wealth LLCOct 2014 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, CO, DC, DE, FL, MA, MD, TX, VA, WA).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4345087
- Firm CRD
- 172832