Bruce
Katz

Cibc Private Wealth Advisors, Inc

CRD#1797636
Investment Advisor
in New York, NY
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About this Advisor

Bruce Katz is a certified financial planner whose office is in New York, New York. Currently an investment advisor with Cibc Private Wealth Advisors, Inc, Katz has 12 years of professional experience in the financial advisory industry. Katz holds Series 63, Series 65 and Series 66 licenses, designating the advisor as both a securities agent and an investment advisor representative. Katz can act as an advisor based out of California and Texas. Katz has gained experience at Stein Roe Investment Counsel, Inc, A I M Distributors, Inc and At Investment Advisers Inc. Cibc Private Wealth Advisors, Inc is based out of New York, New York, and operates out of 13 offices across the country. In total, Cibc Private Wealth Advisors, Inc manages $20 billion in assets throughout 19,021 accounts and employs more than 416 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 18,493 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 88% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Cibc Private Wealth Advisors, Inc can provide 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 and selection of other advisers. The firm may charge clients asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Certified Financial Planner

Years of Experience

12 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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

1177 Avenue Of The Americas 42Nd Floor
New York, NY 10036

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Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$19,525,039,979

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

416

NY Average: 44
Total Number of Accounts

19,021

NY Average: 2,564
Average Account Size

$1,026,499

NY Average: $2,603,165

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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

Bruce Katz Work History

Bruce has 12 years of experience.

2014 - Present (5 years)

At Investment Advisers Inc

2007 - 2009 (2 years)

A I M Distributors, Inc

2006 - 2013 (7 years)

Stein Roe Investment Counsel, Inc

Disclosures

Bruce Katz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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