Oxbow Advisors
47yrs
Top advisor by experience in Austin
21yrs
Michael Smith
Full name on record: Michael Ryan Smith
Financial advisor at Cibc Private Wealth Advisors
Michael Smith has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Austin, Texas. After two years at Venturi Private Wealth and four years at Luther King Capital Management, Michael joined Cibc Private Wealth Advisors in 2023, a firm offering financial planning, investment management, and private fund management. The firm is paid through a percentage of assets and flat fees.
One of 3498 advisors with offices in Austin, and one of 3168 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 69% of advisors in Austin
Office111 Congress Avenue Suite 1830, Austin, TX 78701
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$5.51 million
Advisors at the firm173
States licensed ?1 state
Services through Cibc Private Wealth Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCibc Private Wealth Advisors, Inc.Current firm
- Jan 2021 – Oct 2022Venturi Private WealthPreviously
- 2015 – 2020
- Jun 2015 – Jul 2015
- 2006 – 2011
Contact Michael
Local office(512) 651-7800Ask for Michael. (312) 368-7700Main office · Chicago, IL 111 Congress Avenue Suite 1830Austin, TX 78701Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (512) 651-7800 or the Cibc Private Wealth Advisors main office at (312) 368-7700, and ask for Michael Smith.
How long has Michael been a financial advisor?
Michael has been in the industry since 2005, about 21 years. More experience than 69% of advisors in Austin.
What licenses does Michael hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Cibc Private Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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