Richard
Sheiner

Cibc Private Wealth Advisors, Inc

CRD#1113326
Investment Advisor
in Chicago, IL

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About this Advisor

Richard Sheiner is a financial advisor who works out of Chicago, Illinois with 6 years of industry experience. Sheiner is on the advisory team at Cibc Private Wealth Advisors, Inc. Over the course of their career, they have held roles at Geneva Investment Management Of Chicago, LLC, Gnv Advisors, LLC, Atlantic Trust Investment Advisors and Cibc Private Wealth Advisors, Inc. Sheiner has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California, Illinois, Michigan, New Jersey, New York and North Carolina. Cibc Private Wealth Advisors, Inc is a financial advisory company operating out of Chicago, IL. The company has offices in 13 locations and a total of 455 financial advisors. It administers $51 billion in assets under management among its 35,555 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 1,159 charities and foundations. Of its 35,555 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets. Cibc Private Wealth Advisors, Inc offers 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. Fees for financial management typically vary depending on the type of services. However, fees billed by Cibc Private Wealth Advisors, Inc may include any blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

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

Richard Sheiner Work History

Richard 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

2009 - 2017 (8 years)

Gnv Advisors, LLC

2004 - 2017 (13 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 Richard Sheiner 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
Cass Culp
Chicago, IL
Michael Leist
Chicago, IL
Joseph Wittels
Denver, CO
Karolina Bednarska
Boca Raton, FL
Connor Mcgarvey
Dallas, TX
Allen Smith
Chicago, IL
Kathleen Birmingham
Chicago, IL

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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