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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Brokaw is a financial advisor currently registered with CIBC Private Wealth Advisors, Inc. in Washington, DC. Edward has been in the industry since 2011 and has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Edward holds the Chartered Financial Analyst designation and has worked at Oak Ridge Investments LLC, Cashpath Financial, and Columbia University in the past.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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DC
05/07/2024 - Present
Cibc Private Wealth Advisors, Inc. (Washington DC)
Active
Inactive
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