Paul
Platkin
Ci Private Wealth
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About this Advisor
Paul Platkin is a chartered financial analyst based out of New York, New York with a total of 1 year of relevant experience. Platkin is an advisor for Ci Private Wealth. The advisor has gained experience at Gruss & Co, Regentatlantic, Hillview Capital Advisors, Cipw Service Co and Ci Regentatlantic Private Wealth. Platkin is registered to work in New York. Ci Private Wealth is a financial advisory firm that has its headquarters in Miami, FL. The investment advisory business has offices in 28 locations and a total of 825 financial advisors. It handles $95 billion in total assets across its 79,738 accounts, placing it among the largest firms in the United States by assets under management. The firm serves 504 charitable organizations. Of its 79,738 accounts, 51% are held by high-net-worth individuals who have at least $1 million in assets. The business has a number 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. Financial management fees largely are based on which services the firm provides the client. Fee types charged by Ci Private Wealth most likely are comprised of any blend 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
Paul Platkin Work History
Paul has been registered as a financial advisor for 1 years.*
Cipw Service Co
Ci Regentatlantic Private Wealth
Regentatlantic
Hillview Capital Advisors
Gruss & Co
*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 Paul Platkin 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
New York, NY
Dallas, TX
Menlo Park, CA
San Diego, CA
Itasca, IL
New York, NY
Atlanta, GA
Itasca, IL
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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