Colleen
Harvey

Cibc Private Wealth Advisors, Inc

CRD#5249879
Investment Advisor
in Denver, CO

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About this Advisor

Colleen Harvey is a chartered financial analyst working in Denver, Colorado, who has 2 years of industry experience. Harvey is currently employed by Cibc Private Wealth Advisors, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Colorado Capital Management Inc, Colorado Capital Management, Inc and Cibc Private Wealth Advisors, Inc. Harvey has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado and Texas. Cibc Private Wealth Advisors, Inc is a business operating out of Chicago, IL. It has offices in 13 locations and a total of 455 people on staff. It oversees $51 billion in assets between its 35,555 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to 1,159 charities and foundations. Of its 35,555 customer accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in investable assets. Cibc Private Wealth Advisors, Inc provides a number of services, including 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 management vary depending on which service is offered. However, fees billed by Cibc Private Wealth Advisors, Inc most likely are comprised of some combination of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years Registered*

2 years

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

100 St. Paul Street Suite 700
Denver, CO 80206

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Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$51,105,957,813

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

455

CO Average: 44
Total Number of Accounts

35,555

CO Average: 2,564
Average Account Size

$1,437,378

CO 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

Colleen Harvey Work History

Colleen has been registered as a financial advisor for 2 years.*

2018 - Present (6 years)

Cibc Private Wealth Advisors, Inc

2018 - 2018 (< 1 year)

Colorado Capital Management, Inc

2014 - 2018 (4 years)

Colorado Capital Management Inc

2013 - 2014 (1 year)

Bank Of America, N.A

2012 - 2014 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Colleen Harvey 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

Mark Pauly
Chicago, IL
Cass Culp
Chicago, IL
Kathleen Birmingham
Chicago, IL
Patricia Dechant
Chicago, IL
Daniel Delany
Chicago, IL
Joseph Wittels
Denver, CO
Jordan Sheiner
Chicago, IL
Karolina Bednarska
Boca Raton, 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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