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Mary clare Nugent Bohn

SVB Wealth

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About Mary clare Nugent Bohn

Mary Clare Nugent Bohn is a registered Investment Advisor Representative with SVB Wealth, a division of First Citizens Bank. Mary Clare is registered in New York and holds the Series 65 license. Mary Clare has been in the financial services industry since 2011. Mary Clare’s experience includes roles at KLS Professional Advisors Group, KLS, a division of Boston Private, and SVB Private, a division of Silicon Valley Bank. Mary Clare focuses on providing a variety of financial services including financial planning, pension consulting, and portfolio management for individuals and businesses.

Firm Information

Mary clare Bohn 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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Mary clare Bohn’s Registration & Firm History

NY

07/23/2024 - Present

SVB Wealth (New York NY)

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Licenses & Designations

IA

Issued 07/23/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary clare Nugent Bohn.
Not sure if Mary clare Nugent Bohn is right for you?