TrueAdvisor
TrueAdvisor
AK
CFA
AK
CFA

Antony Khalilov

Cibc Private Wealth Advisors, INC.
6 Years of Experience
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

300 Madison Avenue, New York, NY, 10017

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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.
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
April 2021 - July 2022 · 1 yr 3 mos
BMO Capital Markets CORP.Broker
August 2019 - February 2021 · 1 yr 6 mos
Cammack Retirement Group
November 2015 - June 2018 · 2 yrs 7 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.