Daniel
Sobol
Ci Private Wealth
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About this Advisor
Daniel Sobol is a financial advisor operating out of Chicago, Illinois with a total of 1 year of industry experience. Sobol is on the advisory team at Ci Private Wealth. Their career trajectory has included roles at Ci Gofen & Glossberg Private Wealth and Gofen And Glossberg. L.L.C. Sobol has a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in Illinois and Texas. Ci Private Wealth is a financial advisory firm based out of Miami, FL. The firm has offices in 28 locations and a total of 825 people on staff. It handles $95 billion in assets under management between its 79,738 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 504 charitable organizations. Of its 79,738 accounts, 51% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company offers a number 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. Financial management fee schedules typically are based on which service is offered. Fees charged by Ci Private Wealth most likely are comprised 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
$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
Daniel Sobol Work History
Daniel has been registered as a financial advisor for 1 years.*
Ci Gofen & Glossberg Private Wealth
Gofen And Glossberg. L.L.C
*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 Sobol 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
Itasca, IL
Wayne, PA
San Diego, CA
Morristown, NJ
Dallas, TX
Itasca, IL
Menlo Park, CA
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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