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Luke A. Davis

Cibc Private Wealth Advisors, Inc.

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About Luke A. Davis

Luke A. Davis is an Investment Advisor Representative with Cibc Private Wealth Advisors, Inc. Luke has been in the financial services industry since 2005. Luke is registered to offer advisory services in Connecticut, New York and Pennsylvania. Luke holds the Series 31, Series 63 and Series 66 licenses. Luke has experience with financial planning, portfolio management for individuals, businesses and investment companies, and selection of other advisors.

Firm Information

Luke Davis 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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Luke Davis’s Registration & Firm History

NY

02/21/2023 - Present

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

NY

10/13/2005 - 11/14/2012

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 12/15/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/30/2009

Series 31 - Futures Managed Funds Examination

BC

Issued 10/12/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Luke A. Davis.
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