Connor
Lightfield
Ci Private Wealth
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About this Advisor
Connor Lightfield is a financial advisor working out of Menlo Park, California. Lightfield is currently employed by Ci Private Wealth. Over the course of their career, Lightfield has held roles at Portola Partners Group, LLC, Hartman'S Family Foods, Kathy Tyler For Sd State Senate, Cornell University, High School, The University Of Alabama In Huntsville and Ci Portola Private Wealth. Lightfield maintains a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in California. Ci Private Wealth is a business headquartered in Miami, FL. It has offices in 28 locations and a total of 825 people on staff. It controls $95 billion in assets under management among its 79,738 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 504 charities and foundations. Of its 79,738 client accounts, 51% are associated with high-net-worth clients who have at least $1 million in assets. Ci Private Wealth provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fee types charged by Ci Private Wealth most likely include some combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Connor Lightfield Work History
Connor has been registered as a financial advisor for 0 years.*
Ci Portola Private Wealth
Portola Partners Group, LLC
Cornell University
Cornell University
The University Of Alabama In Huntsville
Kathy Tyler For Sd State Senate
Hartman'S Family Foods
High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Connor Lightfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ci Private Wealth
New York, NY
Itasca, IL
Itasca, IL
Itasca, IL
Itasca, IL
San Diego, CA
Atlanta, GA
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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