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Eva Michelle Gouseinov

SVB Wealth

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About Eva Michelle Gouseinov

Eva Michelle Gouseinov is an Investment Advisor Representative at SVB Wealth. Eva Michelle Gouseinov is registered with the state of California as an Investment Advisor Representative. Eva Michelle Gouseinov is a Series 65 licensed professional and has passed the Uniform Investment Adviser Law Examination. Eva Michelle Gouseinov is not currently registered with the SEC or FINRA. Eva Michelle Gouseinov has worked in the financial services industry since October 2021. Eva Michelle Gouseinov has experience working at Marsh McLennan Agency, Kapnick Insurance Group, Wayne State University, Oakland University, and Walled Lake Northern High School. Eva Michelle Gouseinov specializes in financial planning, pension consulting, educational seminars, planned giving, family office, and wealth planning.

Firm Information

Eva Gouseinov 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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Eva Gouseinov’s Registration & Firm History

CA

10/18/2022 - Present

SVB Wealth (San Francisco CA)

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Licenses & Designations

IA

Issued 10/14/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Eva Michelle Gouseinov.
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