Raschard
Mckinney

Cibc Private Wealth Advisors, Inc

CRD#7563508
Investment Advisor
in San Francisco, CA

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About this Advisor

Raschard Mckinney is a financial advisor based in San Francisco, California, working with Cibc Private Wealth Advisors, Inc. Raschard has previously held positions at Citigroup, Jp Morgan, Cibc Private Wealth Advisors, Inc, and 8Th & Mckinney LLC. Raschard is registered to provide services in California. Currently, Raschard is part of Cibc Private Wealth Advisors, Inc, which operates out of San Francisco, California. The firm has 13 offices and 539 employees. The firm manages assets totaling $57.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cibc Private Wealth Advisors, Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

3 Embarcadero Center, Suite 1600
San Francisco, CA 94111

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Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$57,308,548,955

CA Average: $6,674,516,078
Total Number of Employees

539

CA Average: 44
Total Number of Accounts

29,445

CA Average: 2,564
Average Account Size

$1,946,291

CA Average: $2,603,165

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

Raschard Mckinney Work History

2021 - Present (3 years)

Cibc Private Wealth Advisors, Inc

2021 - 2021 (< 1 year)

8Th & Mckinney LLC

2015 - 2021 (6 years)

Jp Morgan

2006 - 2015 (9 years)

Citigroup

Disclosures

Please visit the SEC profile of Raschard Mckinney 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

Daniel Carter
Houston, TX
Abby Davis
Chicago, IL
Mark Resnik
Chicago, IL
Heather Johnson
Chicago, IL
Richard Vandenberg
San Francisco, CA
Gordon Scott
Chicago, IL
James Judd
Chicago, IL
John Caldwell
San Francisco, CA

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