Cole
Douglas
Ci Private Wealth
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About this Advisor
Cole Douglas is a financial advisor based in Itasca, Illinois who has 1 year of relevant experience. Douglas is an employee of Ci Private Wealth. During their career, Douglas has held roles at Balasa Dinverno Foltz LLC, Barrack'S Catering, Panera, River City, Illinois State University, Mt. Hawley Country Club, Ameren Cilco, David Vaughan Investments, Mercer, Dunlap Community School District and Ci Bdf Private Wealth. Douglas has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Illinois. Ci Private Wealth is a firm operating out of Miami, FL. It has offices in 28 locations and a total of 825 financial advisors. It handles $95 billion in assets across its 79,738 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 504 charities and foundations. Of its 79,738 customer accounts, 51% are held by high-net-worth clients who have at least $1 million in investable assets. The business has a wide assortment 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. A financial advisor's fee schedules usually are based on the type of services. Fees 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
Cole Douglas Work History
Cole has been registered as a financial advisor for 1 years.*
Balasa Dinverno Foltz LLC
Ci Bdf Private Wealth
Ameren Cilco
Mercer
David Vaughan Investments
Ameren Cilco
Illinois State University
Mt. Hawley Country Club
River City
Illinois State University
Panera
Barrack'S Catering
Dunlap Community School District
*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 Cole Douglas 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
Itasca, IL
Itasca, IL
Dallas, TX
Itasca, IL
Menlo Park, CA
New York, NY
Morristown, NJ
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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