Annika
Cushnie
Ci Private Wealth
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About this Advisor
Annika Cushnie is a certified financial planner who works in Atlanta, Georgia, who has 1 year of industry experience. Cushnie is currently employed by Ci Private Wealth. Over the course of their career, they have held roles at Brightworth, LLC and Ci Brightworth Private Wealth. Cushnie holds a Series 65 license, qualifying them as an investment advisor representative, and is able to work in Georgia. Ci Private Wealth is a registered investment firm operating out of Miami, FL. The investment advisory business has offices in 28 locations and a total of 825 people on staff. It controls $95 billion in assets under management among its 79,738 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 504 charities and foundations. Of its 79,738 accounts, 51% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Ci Private Wealth has a diverse range 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 vary depending on the financial services offered. However, fee types billed by Ci Private Wealth likely are comprised of 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$94,617,046,882
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
825
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
79,738
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$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
Annika Cushnie Work History
Annika has been registered as a financial advisor for 1 years.*
Ci Brightworth Private Wealth
Brightworth, LLC
*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 Annika Cushnie 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
Wayne, PA
New York, NY
Morristown, NJ
Itasca, IL
New York, NY
Dallas, TX
Dallas, TX
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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