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Michael Eugene Onorato

SVB Wealth

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About Michael Eugene Onorato

Michael Onorato is a financial advisor at SVB Wealth. Michael has been a registered investment advisor since 2015. Michael's areas of expertise include financial planning, portfolio management for individuals and businesses, and planned giving. Michael has earned the Certified Financial Planner designation.

Firm Information

Michael Onorato 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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Michael Onorato’s Registration & Firm History

MA

05/22/2024 - Present

SVB Wealth (BOSTON MA)

MA

07/08/2009 - 09/01/2009

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

01/19/2005 - 04/23/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

MA

04/17/2000 - 10/31/2002

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

MD

11/24/1997 - 02/03/2000

THE ADVISORS GROUP, INC. (BETHESDA MD)

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Licenses & Designations

BC

Issued 12/05/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/07/2009

Series 7 - General Securities Representative Examination

BC

Issued 11/22/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Eugene Onorato.
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