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Rogelio Alexander Duran

Cibc Private Wealth Advisors, Inc.

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About Rogelio Alexander Duran

Rogelio Alexander Duran is an Investment Advisor Representative at CIBC Private Wealth Advisors, Inc. with over 10 years of experience in the financial services industry. Rogelio has a Series 65 license and is registered with the state of Florida. Rogelio's experience includes working at BNY Mellon Wealth Management, CIBC PRIVATE WEALTH ADVISORS, INC and CIBC PRIVATE WEALTH ADVISORS, INC in various roles. Rogelio specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles, and selection of other advisers.

Firm Information

Rogelio Duran 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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Rogelio Duran’s Registration & Firm History

FL

12/20/2021 - Present

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

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Licenses & Designations

IA

Issued 11/24/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rogelio Alexander Duran.
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