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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarissa? Claim Your ProfileClarissa Ann Smith is a financial advisor with SVB Wealth in Boston, Massachusetts. Clarissa has over 20 years of experience in the financial services industry. Prior to joining SVB Wealth, Clarissa was a Director of Client Advisory Services at Ropes and Gray LLP. Clarissa has a strong track record of providing financial advice to high-net-worth individuals, families, and institutions. Clarissa has a deep understanding of the financial markets and a commitment to providing her clients with personalized advice and service. Clarissa holds the Series 7, 24, 63, and 65 licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Planned giving, family office, wealth planning
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MA
04/29/2021 - Present
SVB Wealth (Boston MA)
MA
11/26/2021 - 12/31/2023
SVB INVESTMENT SERVICES INC. (Newton MA)
MA
02/15/2008 - 08/30/2019
BNY MELLON SECURITIES CORPORATION (BOSTON MA)
MA
05/29/2007 - 01/24/2008
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
MA
08/20/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (BOSTON MA)
NY
04/07/1998 - 09/09/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 3 - National Commodity Futures Examination
BC
Issued 04/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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