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Timothy Stephen Davis

SVB Wealth

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About Timothy Stephen Davis

Timothy Stephen Davis is a financial advisor with SVB Wealth. Timothy is a Certified Financial Planner™ professional with over 11 years of experience in the financial services industry. Timothy has experience in financial planning, portfolio management, and wealth planning. Timothy is licensed to provide investment advisory services to clients in California, Colorado, Connecticut, Illinois, Maine, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, Ohio, Oregon, Rhode Island, Washington, and Wisconsin.

Firm Information

Timothy Davis 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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Timothy Davis’s Registration & Firm History

MA

05/22/2024 - Present

SVB Wealth (Boston MA)

MA

07/02/2020 - 12/31/2023

SVB INVESTMENT SERVICES INC. (Newton MA)

NY

12/16/2011 - 03/08/2012

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/23/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Timothy Stephen Davis.
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