Sean
Dobbins
Cibc Private Wealth Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Sean Dobbins is a financial advisor working out of Chicago, Illinois who has 6 years of relevant experience. Dobbins is currently employed by Cibc Private Wealth Advisors, Inc. During their career, the advisor has held roles at Geneva Investment Management Of Chicago, LLC, Gnv Advisors, LLC, Atlantic Trust Investment Advisors, Inc and Cibc Private Wealth Advisors, Inc. Dobbins maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California and Illinois. Cibc Private Wealth Advisors, Inc is a financial advisory firm based out of Chicago, IL. The company has offices in 13 locations and a total of 455 financial advisors. It manages $51 billion in assets under management among its 35,555 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 1,159 charities and foundations. Of its 35,555 customer accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Cibc Private Wealth Advisors, Inc offers a number 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. Fees for financial management usually are based on which service is provided. Fees billed by Cibc Private Wealth Advisors, Inc may include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Sean Dobbins Work History
Sean has been registered as a financial advisor for 6 years.*
Cibc Private Wealth Advisors, Inc
Atlantic Trust Investment Advisors, Inc
Gnv Advisors, LLC
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 Sean Dobbins 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
Atlanta, GA
Dallas, TX
Denver, CO
Denver, CO
Chicago, IL
Chicago, IL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
