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 financial advisor based in New York, New York, working with Cibc Private Wealth Advisors, Inc. Bruce has previously held positions at Investment Advisers Inc and Cibc Private Wealth Advisors, Inc. Bruce has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in California, New York, and Texas. Currently, Bruce is part of Cibc Private Wealth Advisors, Inc, which operates out of New York, New York. 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 63, Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

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

300 Madison Avenue
New York, NY 10017

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Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$57,308,548,955

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

539

NY Average: 44
Total Number of Accounts

29,445

NY Average: 2,564
Average Account Size

$1,946,291

NY 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

Bruce Katz Work History

2017 - Present (7 years)

Cibc Private Wealth Advisors, Inc

2014 - 2017 (3 years)

At Investment Advisers Inc

Disclosures

Please visit the SEC profile of Bruce Katz 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

Daniel Brady
Boston, MA
Jonathan Kadish
West Palm Beach, FL
Michael Zeier
Chicago, IL
Randy Joseph
Chicago, IL
Susan Farris
Boston, MA
Colleen Harvey
Denver, CO
Lisa Mullaney
Chicago, IL
James Judd
Chicago, IL

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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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.

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