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Tara Bridget Dinitto

SVB Wealth

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About Tara Bridget Dinitto

Tara Dinitto is a financial advisor associated with SVB Wealth. Tara has been in the industry since 2021 and holds Series 66 and Series 7TO licenses. Tara is registered as an Investment Advisor Representative in 24 states and is also registered as a Registered Representative in Massachusetts. Tara has experience providing wealth management advice to clients of SVB Wealth and is focused on providing financial planning, pension consulting, educational seminars, planned giving, family office, and wealth planning.

Firm Information

Tara Dinitto 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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Tara Dinitto’s Registration & Firm History

MA

06/28/2022 - Present

SVB Wealth (Boston MA)

MA

05/10/2021 - 12/31/2023

SVB INVESTMENT SERVICES INC. (Newton MA)

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Licenses & Designations

BOTH

Issued 08/14/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tara Bridget Dinitto.
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