Victoria
Cunningham

Segall Bryant & Hamill

CRD#5766081
Investment Advisor
in Denver, CO

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About this Advisor

Victoria Cunningham is a financial advisor who works in Denver, Colorado who has 4 years of relevant experience. Cunningham is currently employed by Segall Bryant & Hamill. The advisor has gained experience at Denver Investments, Segall Bryant & Hamill and Ci Segall Bryant & Hamill Private Wealth. Cunningham maintains a Series 65 license, designating them as an investment advisor representative, and is registered to operate in Colorado and Illinois. Segall Bryant & Hamill is a firm based in Chicago, IL. The firm has offices in four locations and a total of 124 advisors. It manages $15 billion in assets among its 993 accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 58 charitable organizations. Of its 993 customer accounts, just 6% are held by high-net-worth individuals who have more than $1 million in assets. The company has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services are based on which service is provided. However, fees billed by Segall Bryant & Hamill may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

370 17Th Street Suite 5000
Denver, CO 80202

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Segall Bryant & Hamill Brokerage Details

Total Assets Under Management

$15,434,620,764

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

124

CO Average: 44
Total Number of Accounts

993

CO Average: 2,564
Average Account Size

$15,543,425

CO Average: $2,603,165

Investment Advisory 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

Victoria Cunningham Work History

Victoria has been registered as a financial advisor for 4 years.*

2023 - Present (1 year)

Ci Segall Bryant & Hamill Private Wealth

2018 - Present (6 years)

Segall Bryant & Hamill

2000 - 2018 (18 years)

Denver Investments

*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 Victoria Cunningham 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 Segall Bryant & Hamill

Timothy Rich
Denver, CO
Chad Mcdonnell
Denver, CO
Thomas Mcgrath
Chicago, IL
Merle Trees
Chicago, IL
Keith Minogue
Chicago, IL
Scott Newhall
Chicago, IL
Alexander Crevi
Naples, FL
John Lafferty
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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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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