Eric
Propper

Cibc Private Wealth Advisors, Inc

CRD#1016159
Investment Advisor
in New York, NY
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About this Advisor

Eric Propper is an advisor based in New York, New York. Currently a registered advisor with Cibc Private Wealth Advisors, Inc, Propper has 12 years of practice in the financial advisory industry. Propper maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Propper is able to serve customers based out of California and Texas. During their career, the advisor has held roles at Stein Roe Investment Counsel, Inc, A I M Distributors, Inc and At Investment Advisers Inc. Cibc Private Wealth Advisors, Inc is headquartered in New York, New York, and has 13 brick-and-mortar locations throughout the nation. In aggregate, Cibc Private Wealth Advisors, Inc manages $20 billion in assets throughout 19,021 accounts and retains more than 416 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 18,493 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 88% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Cibc Private Wealth Advisors, Inc provides 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's fees may include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

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

$18,047,871,025

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

443

NY Average: 44
Total Number of Accounts

19,086

NY Average: 2,564
Average Account Size

$945,608

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

Eric Propper Work History

Eric 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

Eric Propper has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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