KC
Kibwe O. Cuffie
PORTLAND PRIVATE WEALTH MANAGEMENT
Portland, OR 97221
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CRD#: 7087368
KC
Professional summary
Kibwe Omari Cuffie, AIF® is a registered financial advisor currently at PORTLAND PRIVATE WEALTH MANAGEMENT, INC. located in Portland, Oregon.
Kibwe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kibwe has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Kibwe Omari Cuffie's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
June 26, 2019 - Present
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
Office #1: 1834 Sw 58th Avenue Suite 101, Portland, OR 97221RIA
CRD#: 171321
Portland, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PP
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | VANCOUVER PRIVATE WEALTH MANAGEMENT | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA PPWM | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA EUGENE PRIVATE WEALTH MANAGEMENT | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA BEND PRIVATE WEALTH MANAGEMENT
CRD#: 171321 / SEC#: 801-118362
RIA
Registered Investment Advisory firm - (4/3/2020 Approved)Washington
Registered Investment Advisory firm - (5/1/2020 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oregon(6/26/2019)
IAR
Texas(12/3/2021)
IAR
Washington(6/26/2019)
Current Firm
PP
PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. | VANCOUVER PRIVATE WEALTH MANAGEMENT | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA PPWM | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA EUGENE PRIVATE WEALTH MANAGEMENT | PORTLAND PRIVATE WEALTH MANAGEMENT, INC. DBA BEND PRIVATE WEALTH MANAGEMENT
CRD#: 171321 / SEC#: 801-118362
RIA
Registered Investment Advisory firm - (4/3/2020 Approved)Washington
Registered Investment Advisory firm - (5/1/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1834 Sw 58th Avenue Suite 101, Portland, OR 97221
Mailing Address
Phone number
(503) 405-9472
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 872 |
| AUM (Assets Under Management) | $ 222,028,660 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
