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Stewart Preziose

Financial Professional

Stewart Preziose is a Private Wealth Advisor based in San Francisco, California.23 He currently works at SVB Private (formerly known as Boston Private Wealth).13 Preziose has approximately 7 years of experience in the financial industry and has worked with multiple firms.4

Professional Background

  • Current position: Private Wealth Advisor at SVB Private23
  • Previous roles:
    • Wealth Advisor II at Boston Private Wealth LLC (08/2018 - 07/2019)1
    • Wealth Advisor Associate at Kayne Anderson Rudnick (11/2017 - 08/2018)1
    • Investment Adviser Representative at Chequers Financial Management, LLC (05/2013 - 08/2015)1

Qualifications

Preziose has passed the Series 66 and Series 65 examinations.5 He is registered as an Investment Adviser Representative in several states, including Arizona, California, Massachusetts, Nevada, New York, and Texas.15

Contact Information

  • Office location: 222 2nd Street, 18th Floor, San Francisco, CA 9410524
  • Mobile phone: (415) 795-92562

Stewart Preziose's LinkedIn profile can be found at linkedin.com/in/stewartpreziose.3

Highlights

Jan 22 · iza.co
Stewart Preziose - Wealth Advisor at Private - Wiza

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Stewart Preziose
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Location

San Francisco, California