Kevin
Fearnow
Cibc Private Wealth Advisors, Inc
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About this Advisor
Kevin Fearnow is a financial advisor who works in Washington, District Of Columbia with 8 years of relevant experience. Fearnow is currently employed by Cibc Private Wealth Advisors, Inc. During their career, the advisor has held roles at Pnc Bank, Pnc Investments, Atlantic Trust Company Na and Cibc National Trust Company. Fearnow maintains Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in District Of Columbia. Cibc Private Wealth Advisors, Inc is a financial advisory firm that has its headquarters in Chicago, IL. The firm has offices in 13 locations and a total of 455 employees. It handles $51 billion in assets between its 35,555 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 1,159 charitable organizations. Of its 35,555 accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The company has a diverse 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 advisory services usually vary depending on which services are offered. 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
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 Fearnow Work History
Kevin has been registered as a financial advisor for 8 years.*
Cibc National Trust Company
Atlantic Trust Company Na
Pnc Investments
Pnc 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 Fearnow 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
Dallas, TX
Boston, MA
Chicago, IL
Denver, CO
Chicago, IL
Chicago, IL
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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