Gregory
Bone
Ci Private Wealth
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About this Advisor
Gregory Bone is a chartered financial analyst based in Dallas, Texas with a total of 1 year of relevant experience. Bone works at Ci Private Wealth. Throughout their career, they have worked at Ci Rgt Private Wealth, Rgt Wealth Advisors, LLC and Cipw Service Company, LLC. Bone maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Ci Private Wealth is an advisory company based out of Miami, FL. It has offices in 28 locations and a total of 825 employees. It controls $95 billion in assets under management among its 79,738 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 504 charities and foundations. Of its 79,738 customer accounts, 51% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Ci Private Wealth provides a number of services, such as 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 for financial advice typically vary depending on which service is offered. However, fees charged by Ci Private Wealth likely include 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
Gregory Bone Work History
Gregory has been registered as a financial advisor for 1 years.*
Ci Rgt Private Wealth
Cipw Service Company, LLC
Rgt Wealth Advisors, 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 Gregory Bone 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
San Diego, CA
Itasca, IL
San Diego, CA
Menlo Park, CA
Itasca, IL
Dallas, TX
Itasca, IL
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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