Michael
Smith
Cibc Private Wealth Advisors, Inc
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About this Advisor
Michael Smith is a financial advisor based in Austin, Texas, working with Cibc Private Wealth Advisors, Inc. Michael has previously held positions at Texas Capital Bank, Raymond James Financial Services, Raymond James Financial Services Advisors Inc, Luther King Capital Management Corporation, Ryan Smith Consulting, Venturi Private Wealth, and Cibc Private Wealth Advisors. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Cibc Private Wealth Advisors, Inc, which operates out of Austin, Texas. The firm has 13 offices and 539 employees. The firm manages assets totaling $57.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Cibc Private Wealth Advisors, Inc includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cibc Private Wealth Advisors, Inc Brokerage Details
$57,308,548,955
539
29,445
$1,946,291
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
Michael Smith Work History
Cibc Private Wealth Advisors
Venturi Private Wealth
Ryan Smith Consulting
Raymond James Financial Services
Raymond James Financial Services Advisors Inc
Luther King Capital Management Corporation
Texas Capital Bank
Disclosures
Please visit the SEC profile of Michael Smith 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
Boston, MA
Atlanta, GA
Chicago, IL
Chicago, IL
Denver, CO
Charlestown, MA
San Francisco, CA
West Palm Beach, FL
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