Luke
Davis
Cibc Private Wealth Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Luke Davis is a financial advisor operating out of New York, New York who has 2 years of relevant experience. Davis is an advisor for Cibc Private Wealth Advisors, Inc. They have spent their complete time as a financial advisor at Cibc Private Wealth Advisors, Inc. Davis has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Connecticut, New York and Pennsylvania. Cibc Private Wealth Advisors, Inc is a financial advisory company headquartered in Chicago, IL. The investment advisory business has offices in 13 locations and a total of 455 people on staff. It handles $51 billion in assets under management among its 35,555 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,159 charities and foundations. Of its 35,555 accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. Cibc Private Wealth Advisors, Inc provides a broad range of services, including 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 usually vary depending on the type of services. However, fee types charged by Cibc Private Wealth Advisors, Inc most likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Luke Davis Work History
Luke has been registered as a financial advisor for 2 years.*
Cibc Private Wealth Advisors, Inc
*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 Luke Davis 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
Boca Raton, FL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
New York, NY
Washington, DC
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
