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CFA

Amit Dhawan

Cibc Private Wealth Advisors, INC.
21 Years of Experience
Broker
View SEC Summary
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 West Madison Street, 35th, 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
October 2008 - October 2017 · 9 yrs
Geneva Advisors, LLC
March 2005 - September 2017 · 12 yrs 6 mos
Uhlmann Price Securities, LLCBroker
October 2004 - October 2008 · 4 yrs
William Blair & Company L.L.C.Broker
February 2002 - November 2002 · 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.