Daniel
Roe

Ci Private Wealth

CRD#1681731
Investment Advisor
in Columbus, OH

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About this Advisor

Daniel Roe is a certified financial planner based in Columbus, Ohio who has 1 year of industry experience. Roe is on the advisory team at Ci Private Wealth. During their career, the advisor has held roles at Brr Opco, LLC, Cipw Service Company, LLC, Ci Budros, Ruhlin & Roe Private Wealth and Budros, Ruhlin & Roe, Inc. Roe maintains a Series 63 license, which qualifies them as a securities agent, and can work in Ohio and Texas. Ci Private Wealth is a business headquartered in Miami, FL. The investment advisory business has offices in 28 locations and a total of 825 employees. It controls $95 billion in assets under management among its 79,738 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 504 charities and foundations. Of its 79,738 accounts, 51% are held by high-net-worth individuals who have at least $1 million in assets. The company offers 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. A financial advisor's fee schedules largely are based on the type of services offered. However, fees billed by Ci Private Wealth can be comprised of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

1801 Watermark Drive Suite 300
Columbus, OH 43215

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Ci Private Wealth Brokerage Details

Total Assets Under Management

$94,617,046,882

OH Average: $1,855,561,029
Total Number of Employees

825

OH Average: 62
Total Number of Accounts

79,738

OH Average: 2,474
Average Account Size

$1,186,599

OH Average: $750,025

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

Daniel Roe Work History

Daniel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Cipw Service Company, LLC

2022 - Present (2 years)

Ci Budros, Ruhlin & Roe Private Wealth

2021 - Present (3 years)

Brr Opco, LLC

1996 - 2021 (25 years)

Budros, Ruhlin & Roe, 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 Daniel Roe 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

Thomas Collar
Itasca, IL
Jonathan Baker
Itasca, IL
Danning Zhao
Menlo Park, CA
Joseph Giorgio
Miami, FL
Michael Theesfeld
New York, NY
Paul Platkin
New York, NY
Ryan Halpern
Atlanta, GA
Bryan Blades
Wayne, PA

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.

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