Amanda
Marsted
Cibc Private Wealth Advisors, Inc
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About this Advisor
Amanda Marsted is a financial advisor operating in New York, New York with 2 years of industry experience. Marsted is an advisor for Cibc Private Wealth Advisors, Inc. Their career trajectory has included roles at Brown Brothers Harriman and Cibc Private Wealth. Marsted has a Series 63 license, which qualifies them as a securities representative, and is approved to operate in New York. Cibc Private Wealth Advisors, Inc is a financial advisory business headquartered in Chicago, IL. The company has offices in 13 locations and a total of 455 employees. It manages $51 billion in assets under management between its 35,555 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 1,159 charities and foundations. Of its 35,555 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Cibc Private Wealth Advisors, Inc performs 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. Financial management fee schedules largely are based on which service is provided. Fee types billed by Cibc Private Wealth Advisors, Inc may 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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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
Amanda Marsted Work History
Amanda has been registered as a financial advisor for 2 years.*
Cibc Private Wealth
Brown Brothers Harriman
*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 Amanda Marsted 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
Chicago, IL
Chicago, IL
Boston, MA
Denver, CO
Chicago, IL
Denver, CO
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