DA
Dimitrina K. Atanasova
SVB WEALTH
BOSTON, MA 02109
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CRD#: 6817011
DA
Professional summary
Dimitrina K Atanasova, who also goes by Dimitrina Atanasova, Dimitrina K Johnson, is a registered financial advisor currently at SVB WEALTH located in Boston, Massachusetts and FIRST CITIZENS INVESTOR SERVICES, INC. located in Boston, Massachusetts.
Dimitrina is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Dimitrina has worked at 3 firms and has passed the Series 63, Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dimitrina Atanasova | Dimitrina K Johnson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION the name of the other business: Rock Harbor Grill INC whether the business is investment-related N the address of the other business; 18 Old Colony Way, Orleans MA 02653 the nature of the other business; restaurant your position; server title, or relationship with the other business; employee the start date of your relationship; 06/21/2013 the approximate number of hours/month you devote to the other business; 25 the number of hours you devote to the other business during securities trading hours; 0 and briefly describe your duties relating to the other business; restaurant server SVB Wealth LLC-Investment Related-Investment Advisor Representative; Boston, MA.; Wealth Advisory; Position is Private Wealth Advisor; Started 10/2022; FTE employee; Provide wealth management advise to SVBW clients.
CRS (Client Relationship Summary) - RIA
Click below to view Dimitrina K Atanasova's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 29, 2022 - Present
SVB WEALTH
Office #1: 53 State Street 28th Floor, Boston, MA 02109RIA
CRD#: 172832
BOSTON, MA
Current
January 29, 2024 - Present
FIRST CITIZENS INVESTOR SERVICES, INC.
Office #1: 53 State St 28th Floor, Boston, MA 02109RIA
BD
CRD#: 44430
Boston, MA
Past
November 14, 2017 - March 5, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ORLEANS, MA
Past
September 27, 2017 - March 5, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ORLEANS, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE
CRD#: 172832 / SEC#: 801-80480
RIA
Registered Investment Advisory firm - (10/2/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Connecticut(6/27/2023)
IAR
Florida(11/9/2023)
IAR
Illinois(8/11/2023)
IAR
Maine(6/27/2023)
IAR
Massachusetts(11/29/2022)
RR
Massachusetts(7/3/2024)
IAR
New Hampshire(10/25/2023)
IAR
New York(6/27/2023)
IAR
Rhode Island(6/27/2023)
IAR
Vermont(6/28/2023)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/28/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SW
SVB WEALTH
BANYAN PARTNERS | SVB WEALTH LLC | SVB WEALTH | SVB PRIVATE | KLS, A DIVISION OF SVB WEALTH LLC | KLS, A DIVISION OF BOSTON PRIVATE | BP WEALTH MANAGEMENT, LLC | BP WEALTH MANAGEMENT | BOSTON PRIVATE, AN SVB COMPANY | BOSTON PRIVATE WEALTH MANAGEMENT | BOSTON PRIVATE WEALTH LLC | BOSTON PRIVATE WEALTH | BOSTON PRIVATE
CRD#: 172832 / SEC#: 801-80480
RIA
Registered Investment Advisory firm - (10/2/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
53 State Street 28th Floor, Boston, MA 02109
Mailing Address
Po Box 27131, Raleigh, NC 27611
Phone number
(617) 223-0200
Established
Firm type
Fiscal year end
# of Employees
85
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,739 |
| AUM (Assets Under Management) | $ 4,983,411,995 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 02/21/2025 | ||
| 09/20/2024 | ||
| 10/31/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SVB WEALTH
CRD#: 172832Boston, MA 02109TRUST BUT VERIFY
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