Amy M Green

CFP

Cibc Private Wealth Advisors, INC.

16 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Cibc Private Wealth Advisors, INC.

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

Location

181 W. Madison Street, 36th 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.

Employment History

Current Registrations

Cibc Private Wealth Advisors, INC.

November 2021 - Present · 4 yrs 3 mos

Previous Registrations

LPL Financial LLC

March 2011 - October 2015 · 4 yrs 7 mos

Morgan Stanley Smith Barney LLC

June 2009 - December 2010 · 1 yr 6 mos

Morgan Stanley & CO. Incorporated

April 2007 - June 2009 · 2 yrs 2 mos

Morgan Stanley

November 2002 - April 2007 · 4 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.