Matthew
Kocanda
Ci Private Wealth
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About this Advisor
Matthew Kocanda is a certified financial planner who works in Itasca, Illinois, with 1 year of industry experience. Kocanda works at Ci Private Wealth. The advisor has gained experience at Balasa Dinverno Foltz LLC, Cipw Service Company, LLC, Ci Bdf Private Wealth and Goldman, Sachs & Co. Kocanda holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Ci Private Wealth is a registered investment business operating out of Miami, FL. The company has offices in 28 locations and a total of 825 advisors. It oversees $95 billion in assets across its 79,738 client accounts, making it one of the largest firms in the country by assets under management. The firm advises 504 charitable organizations. Of its 79,738 accounts, 51% belong to high-net-worth clients who have at least $1 million in assets. Ci Private Wealth has 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 services the firm provides the client. Fees billed by Ci Private Wealth likely include some combination 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
Matthew Kocanda Work History
Matthew has been registered as a financial advisor for 1 years.*
Balasa Dinverno Foltz LLC
Cipw Service Company, LLC
Ci Bdf Private Wealth
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC
Balasa Dinverno Foltz LLC
Goldman, Sachs & Co
*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 Matthew Kocanda 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
Dallas, TX
Itasca, IL
San Diego, CA
Itasca, IL
San Diego, CA
Itasca, IL
Atlanta, GA
New York, NY
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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