Michael
Zeier
Cibc Private Wealth Advisors, Inc
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About this Advisor
Michael Zeier is a financial advisor working out of Chicago, Illinois, with 8 years of relevant experience. Zeier works at Cibc Private Wealth Advisors, Inc. Throughout their career, Zeier has worked at Brown Brothers Harriman & Co and At Investment Advisers, Inc. Zeier maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Arizona, Illinois, Indiana, Iowa, Texas and Wisconsin. Cibc Private Wealth Advisors, Inc is a registered investment company that has its headquarters in Chicago, IL. The firm has offices in 13 locations and a total of 455 employees. It has $51 billion in total assets across its 35,555 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 1,159 charitable organizations. Of its 35,555 customer accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Cibc Private Wealth Advisors, Inc provides a broad range of services, such as 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. A financial advisor's fees typically vary depending on the services. Fees charged by Cibc Private Wealth Advisors, Inc likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cibc Private Wealth Advisors, Inc Brokerage Details
$51,105,957,813
455
35,555
$1,437,378
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
Michael Zeier Work History
Michael has been registered as a financial advisor for 8 years.*
At Investment Advisers, Inc
Brown Brothers Harriman & 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 Michael Zeier 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
Chicago, IL
Denver, CO
Chicago, IL
Dallas, TX
Denver, CO
Chicago, IL
Chicago, IL
Boca Raton, FL
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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