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Mark Joseph McKevitt

Cibc Private Wealth Advisors, Inc.

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About Mark Joseph McKevitt

Mark McKevitt is a financial advisor with CIBC Private Wealth Advisors, Inc. in Chicago, Illinois. Mark has been in the financial services industry for over 20 years. Mark holds the Series 6, 7, and 63 licenses and is a Chartered Financial Analyst. Mark has experience providing financial advice to individuals, corporations, businesses, and institutional clients. Mark specializes in financial planning, portfolio management, and investment management.

Firm Information

Mark McKevitt 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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Mark McKevitt’s Registration & Firm History

IL

10/19/2023 - Present

Cibc Private Wealth Advisors, Inc. (Chicago IL)

IL

11/12/1999 - 12/14/2001

SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/26/2000

Series 7 - General Securities Representative Examination

BC

Issued 09/22/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Joseph McKevitt.
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