Michael
Neill
Ci Private Wealth
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About this Advisor
Michael Neill is a chartered financial analyst based in Saint Petersburg, Florida. Neill is an advisor for Ci Private Wealth. The advisor has gained experience at Ci Doyle Private Wealth, Unum, Bny Mellon Wealth Management, Edward Jones Investment Management, Florida Community Bank and Boston College. Neill can advise clients in Florida. Ci Private Wealth is an advisory company operating out of Miami, FL. The company has offices in 28 locations and a total of 825 financial advisors. It has $95 billion in total assets across its 79,738 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 504 charitable organizations. Of its 79,738 customer accounts, 51% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Ci Private Wealth performs a number of services, such as 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. A financial advisor's fees usually vary depending on which service is offered. Fee types billed by Ci Private Wealth most likely include 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
Michael Neill Work History
Michael has been registered as a financial advisor for 0 years.*
Ci Doyle Private Wealth
Ci Doyle Private Wealth
Unum
Bny Mellon Wealth Management
Edward Jones Investment Management
Florida Community Bank
Boston College
*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 Michael Neill 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
San Diego, CA
New York, NY
San Diego, CA
Menlo Park, CA
San Diego, CA
Itasca, IL
Wayne, PA
Atlanta, GA
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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