linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stephen Kent Mergler

SVB Wealth

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stephen? Claim Your Profile

About Stephen Kent Mergler

Stephen Mergler is an Investment Advisor Representative at Svb Wealth. Stephen is licensed in Florida, Texas and Wisconsin. Stephen has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Stephen has been in the industry for over 20 years and has worked at both Boston Private Wealth LLC and SVB Wealth LLC. Stephen specializes in providing financial planning, pension consulting, and wealth planning services to individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.

Firm Information

Stephen Mergler 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stephen Mergler’s Registration & Firm History

MA

05/23/2024 - Present

SVB Wealth (BOSTON MA)

Not sure if Stephen Kent Mergler is right for you?

Licenses & Designations

IA

Issued 01/08/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1997

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Kent Mergler.
Not sure if Stephen Kent Mergler is right for you?