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Ian Sebastian Leburn

SVB Wealth

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About Ian Sebastian Leburn

Ian Leburn is a financial advisor at SVB Wealth, a firm that provides wealth management services to individuals, families, and institutions. Ian has been in the financial services industry since 2000 and is a Chartered Financial Analyst. He is licensed to provide investment advice in Florida. SVB Wealth is a full-service firm that offers a wide range of financial planning and investment services. The firm has offices in Boston and Palm Beach Gardens, Florida. Ian specializes in providing comprehensive financial planning, portfolio management, and estate planning services.

Firm Information

Ian Leburn 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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Ian Leburn’s Registration & Firm History

FL

12/08/2014 - Present

SVB Wealth (PALM BEACH GARDENS FL)

FL

05/05/2000 - 01/19/2011

WEISS CAPITAL SECURITIES, INC. (PALM BEACH GARDENS FL)

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Licenses & Designations

BC

Issued 10/15/2008

Series 24 - General Securities Principal Examination

BC

Issued 05/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ian Sebastian Leburn.
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