Kevin Hauri, financial advisor Newport Beach CA

Kevin Hauri

CRD Number: 6095759
Current Firm: Cibc Private Wealth Advisors, Inc.

Kevin Hauri (CRD# 6095759) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Newport Beach, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Cibc Private Wealth Management Newport Beach, CA Feb 2022 - Current 2
City National Bank Irvine, CA May 2011 - Feb 2022 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
S63 Uniform Securities State Law Examination Oct 2012
Contact Info for Kevin M. Hauri
Phone Number: 312-368-7700
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    51,106
    MILLIONS
  • Total Number of Accounts
    35,555
    ACCOUNTS
  • Average Account Value
    $1,437,378
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)
  • Other
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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