Ci Private Wealth
Ci Private Wealth (CRD# 319448) is a financial advisory firm headquartered in Miami, FL. They manage $25,770,953,507 in 19,258 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management25,771MILLION
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Total Number of Accounts19,258ACCOUNTS
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Average Account Value$1,338,195
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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
Robert Bortnick (CRD# 1335428) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has over 34 years of experience in the finance industry.
Anita Brown (CRD# 3145343) is an Investment Advisor Representative working at Ci Private Wealth in Leesburg, VA and has over 24 years of experience in the finance industry.
Jennifer Eustance (CRD# 5036842) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has over 17 years of experience in the finance industry.
James Gilloran (CRD# 6337453) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has over 9 years of experience in the finance industry. James Gilloran has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Burke (CRD# 1149870) is an Investment Advisor Representative working at Ci Private Wealth in Hobe Sound, FL and has over 22 years of experience in the finance industry.
Judith Cranna (CRD# 7419456) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has 1 year of experience in the finance industry.
Nicholas Gaskell (CRD# 5497440) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has over 14 years of experience in the finance industry.
Jack Geise (CRD# 7370682) is an Investment Advisor Representative working at Ci Private Wealth in San Diego, CA and has 1 year of experience in the finance industry.
David Glen (CRD# 1035774) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has over 40 years of experience in the finance industry. David Glen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sofya Kirillova (CRD# 6616007) is an Investment Advisor Representative working at Ci Private Wealth in Boston, MA and has 1 year of experience in the finance industry.