Jeremy
Wittenberg
Ci Private Wealth
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About this Advisor
Jeremy Wittenberg is a certified financial planner operating in New York, New York, with a total of 1 year of industry experience. Wittenberg currently works for Ci Private Wealth. Wittenberg has gained experience at Ubs Financial Services, Jeffries LLC, Kore Private Wealth, LLC and Ci Kore Private Wealth. Wittenberg maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in New York and Texas. Ci Private Wealth is a business that has its headquarters in Miami, FL. It has offices in 28 locations and a total of 825 financial advisors. It oversees $95 billion in assets between its 79,738 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 504 charities and foundations. Of its 79,738 accounts, 51% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm has a broad assortment 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, publication of newsletters and educational seminars. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fees billed by Ci Private Wealth can be comprised of any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
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
- Publication of periodicals or newsletters
- Educational seminars/workshops
Jeremy Wittenberg Work History
Jeremy has been registered as a financial advisor for 1 years.*
Ci Kore Private Wealth
Kore Private Wealth, LLC
Jeffries LLC
Ubs Financial Services
*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 Jeremy Wittenberg 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 Ci Private Wealth
Menlo Park, CA
Itasca, IL
Morristown, NJ
San Diego, CA
Miami, FL
New York, NY
Atlanta, GA
Dallas, TX
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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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.
