Darren
Kavesh
Ci Private Wealth
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About this Advisor
Darren Kavesh is a chartered financial analyst operating in Cincinnati, Ohio with a total of 1 year of relevant experience. Kavesh is on the advisory team at Ci Private Wealth. Kavesh has gained experience at Bowling Portfolio Management LLC, Cipw Service Co and Ci Bowling Private Wealth. Kavesh maintains a Series 65 license, designating them as an investment advisor representative, and is able to operate in Ohio and Texas. Ci Private Wealth is a registered investment company that has its headquarters in Miami, FL. The company has offices in 28 locations and a total of 825 employees. It handles $95 billion in assets among its 79,738 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 504 charitable organizations. Of its 79,738 client accounts, 51% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Ci Private Wealth performs 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. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fees billed by Ci Private Wealth most likely are comprised 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
Darren Kavesh Work History
Darren has been registered as a financial advisor for 1 years.*
Cipw Service Co
Ci Bowling Private Wealth
Bowling Portfolio Management LLC
*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 Darren Kavesh 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
Itasca, IL
Wayne, PA
San Diego, CA
San Diego, CA
Itasca, IL
San Diego, CA
New York, NY
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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