Invested Better
Unclaimed

Unclaimed

Unclaimed

Patricia Davis Dechant

Cibc Private Wealth Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patricia? Claim Your Profile

About Patricia Davis Dechant

Patricia Dechant is a financial advisor with over 38 years of experience in the industry. Patricia is currently registered with CIBC Private Wealth Advisors, Inc. and is licensed to provide financial advice in Illinois and Arizona. Patricia has a strong background in providing investment advice to individuals, corporations, and investment companies. Patricia's previous experience includes working with firms such as GNV Advisors, LLC, D.A. Davidson & Co., and Raymond James & Associates, Inc. Patricia is also a licensed principal and has experience in providing financial planning services.

Firm Information

Patricia Dechant 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patricia Dechant’s Registration & Firm History

IL

11/08/2017 - Present

Cibc Private Wealth Advisors, Inc. (Chicago IL)

IL

12/03/2014 - 10/31/2017

GNV ADVISORS, LLC (Chicago IL)

IL

08/28/2013 - 07/17/2014

D.A. DAVIDSON & CO. (CHICAGO IL)

IL

10/23/2012 - 05/23/2013

PIERPONT SECURITIES LLC (CHICAGO IL)

IL

05/07/2012 - 03/07/2013

CORTVIEW CAPITAL SECURITIES LLC (CHICAGO IL)

IL

04/09/2003 - 04/05/2012

RAYMOND JAMES & ASSOCIATES, INC. (CHICAGO IL)

MO

10/05/1992 - 03/03/2003

WACHOVIA SECURITIES, INC. (ST. LOUIS MO)

NA

10/31/1988 - 10/09/1992

HARRIS GOVERNMENT SECURITIES INC.

NA

05/01/1985 - 10/08/1988

WILLIAM BLAIR & COMPANY

Not sure if Patricia Davis Dechant is right for you?

Licenses & Designations

IA

Issued 09/03/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/1999

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1985

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 Patricia Davis Dechant.
Not sure if Patricia Davis Dechant is right for you?