Kendrick
Uyeda
Ci Private Wealth
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About this Advisor
Kendrick Uyeda is a financial advisor working in San Diego, California, with 1 year of relevant experience. Uyeda currently works for Ci Private Wealth. The advisor has gained experience at Dowling & Yahnke, LLC and Ci Private Wealth, LLC. Uyeda has a Series 65 license, qualifying them as an investment advisor representative, and is able to serve investors in California. Ci Private Wealth is a business that has its headquarters in Miami, FL. The company has offices in 28 locations and a total of 825 financial advisors. It manages $95 billion in total assets between its 79,738 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 504 charitable organizations. Of its 79,738 client accounts, 51% belong to high-net-worth individuals who have greater than $1 million in investable assets. Ci Private Wealth provides a diverse assortment of services, such as 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 for financial advice usually vary depending on which service is provided. Fee types charged by Ci Private Wealth can include any blend 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
Kendrick Uyeda Work History
Kendrick has been registered as a financial advisor for 1 years.*
Ci Private Wealth, LLC
Dowling & Yahnke, LLC
*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 Kendrick Uyeda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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