Amanda Gilbert Marsted

Cibc Private Wealth Advisors, INC.

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Cibc Private Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

157 advisors

Number of Clients

10,045 clients

Average Client Portfolio

$6.1M average

Assets Under Management

$61.1B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Minimum Annual Fee:$10,000

Location

300 Madison Avenue, 7th Floor, New York, NY, 10017

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Amanda serves as a co-trustee for the Sarah Blodgett Dunbar Trust since March 2022. This investment-related activity requires minimal time.

Employment History

Current Registrations

Cibc Private Wealth Advisors, INC.

July 2021 - Present · 4 yrs 7 mos

State Registrations7 states

CTFLLAMANJNYVA

Advisor

Exams

No exam information available for this advisor.