Meredith
Farber
Ci Private Wealth
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About this Advisor
Meredith Farber is a chartered financial analyst based in New York, New York. Farber is on the advisory team at Ci Private Wealth. Their career trajectory has included roles at Campbell Williams, Inc, White & Case Llp, Mirae Asset Financial Group, Ubs, Kore Private Wealth, LLC and Ci Kore Private Wealth. Farber maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in New York and Texas. Ci Private Wealth is a registered investment firm based out of Miami, FL. The company has offices in 28 locations and a total of 825 people on staff. It controls $95 billion in total assets among its 79,738 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 504 charities and foundations. Of its 79,738 customer accounts, 51% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The firm has a number of services, including 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 charged by financial advisors usually depend on which services are offered. Fees charged by Ci Private Wealth most likely 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
Meredith Farber Work History
Meredith has been registered as a financial advisor for 0 years.*
Ci Kore Private Wealth
Kore Private Wealth, LLC
Campbell Williams, Inc
Campbell Williams, Inc
Ubs
White & Case Llp
Mirae Asset Financial Group
*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 Meredith Farber 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 Ci Private Wealth
Itasca, IL
Dallas, TX
Itasca, IL
Itasca, IL
Itasca, IL
Morristown, NJ
New York, NY
Wayne, PA
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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