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Alejandro Algaze

SVB Wealth

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About Alejandro Algaze

Alejandro Algaze is an investment advisor representative at SVB Wealth. Alejandro has been in the industry for over 15 years, and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Alejandro holds a Series 66 license and is registered with the state of Florida and California.

Firm Information

Alejandro Algaze is currently registered with SVB Wealth. SVB Wealth, based in Boston, MA, provides a range of wealth management services to individuals, businesses, and institutions. They offer financial planning, portfolio management, planned giving, family office services, and educational seminars. The firm has a strong focus on serving high-net-worth individuals and corporations, managing over $6.6 billion in assets for a diverse clientele.
SVB Wealth

53 STATE STREET

BOSTON, MA 02109

$6.63B

Assets Under Management

35

Total Clients

89

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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planned giving, family office, wealth planning

Planned giving, family office, wealth planning

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alejandro Algaze’s Registration & Firm History

FL

12/08/2020 - Present

SVB Wealth (MIAMI FL)

FL

03/09/2010 - 07/10/2012

HAPOALIM SECURITIES USA, INC. (AVENTURA FL)

FL

11/27/2007 - 03/01/2010

LEUMI INVESTMENT SERVICES INC. (AVENTURA FL)

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Licenses & Designations

IA

Issued 11/25/2020

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 04/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/26/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alejandro Algaze.
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