Daniel
Delany

Cibc Private Wealth Advisors, Inc

CRD#2403887
Investment Advisor
in Chicago, IL

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About this Advisor

Daniel Delany is a chartered financial analyst based out of Chicago, Illinois with a total of 6 years of industry experience. Delany is an advisor for Cibc Private Wealth Advisors, Inc. Throughout their career, they have worked at Geneva Investment Management Of Chicago, LLC, Gnv Advisors, LLC, Atlantic Trust Investment Advisors, Inc and Cibc Private Wealth Advisors, Inc. Delany holds a Series 63 license, qualifying them as a securities agent, and is able to advise clients in Illinois. Cibc Private Wealth Advisors, Inc is a firm based out of Chicago, IL. The company has offices in 13 locations and a total of 455 advisors. It oversees $51 billion in assets across its 35,555 accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 1,159 charitable organizations. Of its 35,555 customer accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. The firm performs a number of services, including 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. Financial management fee schedules vary depending on which services the firm provides the client. However, fee types billed by Cibc Private Wealth Advisors, Inc can include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

181 West Madison Street 35Th Floor
Chicago, IL 60602

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Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$51,105,957,813

IL Average: $6,674,516,078
Total Number of Employees

455

IL Average: 44
Total Number of Accounts

35,555

IL Average: 2,564
Average Account Size

$1,437,378

IL Average: $2,603,165

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

Daniel Delany Work History

Daniel has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Cibc Private Wealth Advisors, Inc

2017 - 2017 (< 1 year)

Atlantic Trust Investment Advisors, Inc

2013 - 2017 (4 years)

Gnv Advisors, LLC

2012 - 2017 (5 years)

Geneva Investment Management Of Chicago, 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 Daniel Delany 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

Mark Pauly
Chicago, IL
John Switchenko
Boston, MA
Samuel Adams
Atlanta, GA
Karolina Bednarska
Boca Raton, FL
Heather Johnson
Chicago, IL
Connor Mcgarvey
Dallas, TX
Luke Davis
New York, NY
Jason Stoneman
Washington, DC

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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