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Wendy Christine Chen

Cibc Private Wealth Advisors, Inc.

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About Wendy Christine Chen

Wendy Christine Chen is a registered investment advisor representative with Cibc Private Wealth Advisors, Inc. Wendy is licensed in Arizona, California, Florida, and Washington. Wendy has been in the financial services industry since July 2004. Wendy holds the Series 65 license and is actively involved in the investment advisory industry. Wendy's areas of specialization include Financial Planning, Selection of Other Advisers, Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Wendy Chen 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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Wendy Chen’s Registration & Firm History

CA

02/16/2023 - Present

Cibc Private Wealth Advisors, Inc. (Newport Beach CA)

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Licenses & Designations

IA

Issued 09/29/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wendy Christine Chen.
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