Donald Gimbel, financial advisor Chicago IL

Donald Gimbel

CRD Number: 222129
Current Firm: Cibc Private Wealth Advisors, Inc.

Donald Gimbel (CRD# 222129) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
At Investment Advisers Inc. Chicago, IL Aug 2017 - Current 4
Geneva Investment Management Of Chicago, LLC Chicago, IL Jul 2013 - Aug 2017 4
Carret Asset Management, LLC New York, NY May 2004 - Jul 2013 9
Carret Securities LLC New York, NY Jan 2001 - Jul 2013 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
S65 NASAA Investment Advisors Law Examination Jan 2002
Contact Info for Donald B. Gimbel
Phone Number: 312-368-7700
Registered State(s):
  • IL
  • MT
By the Numbers
  • Total Assets Under Management
    73,775
    MILLIONS
  • Total Number of Accounts
    31,292
    ACCOUNTS
  • Average Account Value
    $2,357,646
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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