Ted
Breiter
Vivaldi Capital Management Lp
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About this Advisor
Ted Breiter is a financial advisor based in Chicago, Illinois who has 5 years of relevant experience. Breiter is on the advisory team at Vivaldi Capital Management Lp. Throughout their career, they have worked at Cmz Trading, LLC and Vivaldi Capital Management. Breiter has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Vivaldi Capital Management Lp is a financial advisory company that has its headquarters in Chicago, IL. The company has offices in four locations and a total of 53 people on staff. It handles $3 billion in assets under management between its 5,990 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 5,990 client accounts, 46% belong to high-net-worth individuals who have at least $1 million in assets. The company has a number of services, including 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 and educational seminars. Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types billed by Vivaldi Capital Management Lp likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vivaldi Capital Management Lp Brokerage Details
$3,332,020,054
53
5,990
$556,264
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
- Educational seminars/workshops
Ted Breiter Work History
Ted has been registered as a financial advisor for 5 years.*
Vivaldi Capital Management
Cmz Trading, 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 Ted Breiter 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 Vivaldi Capital Management Lp
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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.
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