Scott
Vogg

Cibc Private Wealth Advisors, Inc

CRD#1979024
Investment Advisor
in Chicago, IL

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About this Advisor

Scott Vogg is a financial advisor based in Chicago, Illinois, working with Cibc Private Wealth Advisors, Inc. Scott has previously held a position at Stein Roe Investment Counsel, Inc. Scott has passed the Series 65 regulatory exam and is registered to provide services in Arizona, California, Colorado, Florida, Illinois, Indiana, Kansas, Massachusetts, Minnesota, Washington, and Wisconsin. Currently, Scott is part of Cibc Private Wealth Advisors, Inc, which operates out of Chicago, Illinois. The firm has 13 offices and 539 employees. The firm manages assets totaling $57.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cibc Private Wealth Advisors, Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst, Chartered Investment Counselor

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

One South Wacker Drive 35Th Floor
Chicago, IL 60606

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Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$57,308,548,955

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

539

IL Average: 44
Total Number of Accounts

29,445

IL Average: 2,564
Average Account Size

$1,946,291

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

Scott Vogg Work History

2008 - Present (16 years)

Stein Roe Investment Counsel, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Scott Vogg 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

Michael Zeier
Chicago, IL
Susan Farris
Boston, MA
James Judd
Chicago, IL
Colleen Harvey
Denver, CO
Bas Solleveld
Houston, TX
Lisa Mullaney
Chicago, IL
Richard Vandenberg
San Francisco, CA
Eric Propper
West Palm Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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