BK
BK

Bridgid Honora Kyle

29 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
157 advisors
Number of Clients
10,045 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$61.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Minimum Annual Fee:$10,000
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Location

181 West Madison Street, 35th Floor, Chicago, IL, 60602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cibc Private Wealth Advisors, INC.
November 2017 - Present · 8 yrs 3 mos
Cibc World Markets CORP.
October 2017 - Present · 8 yrs 4 mos
Cibc World Markets CORP.Broker
October 2017 - Present · 8 yrs 4 mos
Previous Registrations
Gnv Advisors, LLCBroker
May 2009 - October 2017 · 8 yrs 5 mos
Geneva Advisors, LLC
October 2006 - September 2017 · 10 yrs 11 mos
Uhlmann Price Securities, LLCBroker
October 2004 - December 2008 · 4 yrs 2 mos
William Blair & Company L.L.C.Broker
May 1995 - January 2003 · 7 yrs 8 mos
Lexington Securities, INC.Broker
March 1994 - April 1995 · 1 yr 1 mo
State Registrations8 states
CACOFLILMAMNMTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bridgid Honora Kyle - Financial Advisor | TrueAdvisor