Kevin
Hauri
Cibc Private Wealth Advisors, Inc
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About this Advisor
Kevin Hauri is a financial advisor operating in Newport Beach, California, who has 1 year of industry experience. Hauri is on the advisory team at Cibc Private Wealth Advisors, Inc. Their career trajectory has included roles at City National Bank and Cibc Private Wealth Management. Hauri has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Cibc Private Wealth Advisors, Inc is a registered investment business based out of Chicago, IL. The company has offices in 13 locations and a total of 455 advisors. It has $51 billion in total assets across its 35,555 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 1,159 charities and foundations. Of its 35,555 accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The company provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice typically are based on the type of services provided. Fee types charged by Cibc Private Wealth Advisors, Inc likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cibc Private Wealth Advisors, Inc Brokerage Details
$51,105,957,813
455
35,555
$1,437,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Kevin Hauri Work History
Kevin has been registered as a financial advisor for 1 years.*
Cibc Private Wealth Management
City National Bank
*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 Kevin Hauri 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 Cibc Private Wealth Advisors, Inc
Chicago, IL
Chicago, IL
Boston, MA
Chicago, IL
Chicago, IL
Chicago, IL
Boca Raton, FL
Chicago, IL
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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