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Eric Brown Propper

Cibc Private Wealth Advisors, Inc.

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About Eric Brown Propper

Eric Brown Propper is an investment advisor representative associated with CIBC Private Wealth Advisors, Inc. Eric has been working in the financial industry since 1981. Eric is registered in numerous states and has a wide range of experience in providing financial advice to individuals, corporations, and institutions. He is a Chartered Financial Analyst and has extensive experience in portfolio management and financial planning. Eric is dedicated to providing personalized financial advice that meets the unique needs of each client.

Firm Information

Eric Propper 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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Eric Propper’s Registration & Firm History

FL

02/16/2023 - Present

Cibc Private Wealth Advisors, Inc. (West Palm Beach FL)

NY

01/12/2011 - 01/02/2014

INVESCO DISTRIBUTORS, INC. (NEW YORK NY)

TX

12/07/2007 - 03/26/2009

INVESCO AIM DISTRIBUTORS, INC. (HOUSTON TX)

NY

09/19/2005 - 12/07/2007

AT INVESTOR SERVICES, INC. (NEW YORK NY)

MA

04/17/1998 - 12/31/2000

LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)

CT

10/04/1993 - 03/18/1998

J. BUSH & CO., INCORPORATED (NEW HAVEN CT)

NY

07/31/1993 - 10/07/1993

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

NY

05/14/1988 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

01/31/1983 - 05/14/1988

E. F. HUTTON & COMPANY INC

NA

11/17/1981 - 02/08/1983

MOSELEY, HALLGARTEN, ESTABROOK & WEEDEN, INC.

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Licenses & Designations

BC

Issued 11/23/2011

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/25/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2011

Series 24 - General Securities Principal Examination

BC

Issued 06/17/1986

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/1984

Series 3 - National Commodity Futures Examination

BC

Issued 10/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Eric Brown Propper.
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