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Antony Khalilov

Cibc Private Wealth Advisors, Inc.

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About Antony Khalilov

Antony Khalilov is a financial advisor with over 8 years of experience in the industry. Antony is currently registered with CIBC Private Wealth Advisors, Inc. in New York. Antony is also a Chartered Financial Analyst (CFA). Antony previously worked at Goldman Sachs & Co. LLC and BMO Capital Markets Corp. in New York.

Firm Information

Antony Khalilov is currently registered with Cibc Private Wealth Advisors, Inc.. CIBC Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Chicago, IL. With a focus on individual and institutional clients, the firm offers a wide range of services, including portfolio management, financial planning, and selection of other advisors. CIBC Private Wealth Advisors, Inc. has approximately $57.31 billion in regulatory assets under management.
Cibc Private Wealth Advisors, Inc.

181 WEST MADISON STREET

CHICAGO, IL 60602

$57.31B

Assets Under Management

Not reported

Total Clients

151

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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index provider

Index provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Antony Khalilov’s Registration & Firm History

NY

06/28/2024 - Present

Cibc Private Wealth Advisors, Inc. (New York NY)

NY

04/08/2021 - 07/11/2022

GOLDMAN SACHS & CO. LLC (NEW YORK NY)

NY

08/10/2019 - 02/24/2021

BMO CAPITAL MARKETS CORP. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/17/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/23/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2019

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 05/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Antony Khalilov.
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