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Dudley Cunningham

SVB Wealth

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About Dudley Cunningham

Dudley Cunningham is a Registered Representative and Investment Advisor Representative with SVB Wealth in Boston, MA. Dudley has been in the industry since 1970 and has a long history of experience working with clients in Boston. Dudley has been associated with SVB Wealth since 2015. Previously, Dudley has been associated with MOSELEY SECURITIES CORPORATION, MOSELEY, HALLGARTEN & ESTABROOK INC, MOSELEY, HALLGARTEN & ESTABROOK INC., F. S. MOSELEY, ESTABROOK INC., and ESTABROOK & CO., INC.. Dudley is also a Chartered Investment Counselor.

Firm Information

Dudley Cunningham 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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Dudley Cunningham’s Registration & Firm History

MA

03/10/2015 - Present

SVB Wealth (BOSTON MA)

NA

02/23/1979 - 10/22/1987

MOSELEY SECURITIES CORPORATION

NA

04/28/1976 - 02/23/1979

MOSELEY, HALLGARTEN & ESTABROOK INC

NA

04/26/1974 - 04/28/1976

MOSELEY, HALLGARTEN & ESTABROOK INC.

NA

08/10/1973 - 04/26/1974

F. S. MOSELEY, ESTABROOK INC.

NA

09/01/1970 - 08/10/1973

ESTABROOK & CO., INC.

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Licenses & Designations

BC

Issued 08/17/1970

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dudley Cunningham.
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