DOYLE WEALTH MANAGEMENT, LLC
Legal name: CI DOYLE PRIVATE WEALTH, LLC
CRD #134503 SEC #801-64034 ST. PETERSBURG, FL 727-898-3063
SEC Registered
Total AUM
$1.6B
Discretionary
$1.6B
Employees
20
Clients
101
Accounts
2,534
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 30, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT | NA | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT | NA | Control |
| NAKAMURA, LARRY, TRISTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAKAMURA, LARRY, TRISTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| NAKAMURA, LARRY, TRISTON | I | CHIEF COMPLIANCE OFFICER | NA | |
| YOUNGS, TODD, B | I | COMPLIANCE OFFICER | NA | |
| YOUNGS, TODD, B | I | COMPLIANCE OFFICER | NA | |
| YOUNGS, TODD, B | I | COMPLIANCE OFFICER | NA | |
| YOUNGS, TODD, B | I | COMPLIANCE OFFICER | NA | |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH US LLC | DE | OWNER | E | Control |
| CI PRIVATE WEALTH, LLC | DE | OWNER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| CI US HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| DOYLE WEALTH MANAGEMENT, INC. | DE | MANAGING MEMBER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CCO | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CCO | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CCO | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CCO | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, ROBERT, KENNETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
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| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
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| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | SECRETARY | C | Control |
| DOYLE, JILLIAN, DUGGAN | I | COMPLIANCE OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC. | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC | E | Control |
| CI FINANCIAL CORP. | FE | CI US HOLDINGS, INC | E | Control |
| CI US HOLDINGS, INC | DE | CIPW HOLDINGS, LLC | E | Control |
| CI US HOLDINGS, INC | DE | CI US, LLC | E | Control |
| CI US HOLDINGS, INC | DE | CI US, LLC | E | Control |
| CI US, LLC | DE | CIPW HOLDINGS, LLC | E | Control |
| CI US, LLC | DE | CIPW TOPCO, LLC | E | Control |
| CI US, LLC | DE | CIPW TOPCO, LLC | E | Control |
| CIPW HOLDINGS, LLC | DE | CI PRIVATE WEALTH, LLC | E | Control |
| CIPW TOPCO, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| CIPW TOPCO, LLC | DE | CI PRIVATE WEALTH US LLC | E | Control |
| DOYLE, ROBERT, KENNETH | I | DOYLE WEALTH MANAGEMENT, INC. | E | Control |
| DOYLE, JILLIAN, DUGGAN | I | DOYLE WEALTH MANAGEMENT, INC. | C | Control |
Registrations
Federal
IA
Nov 30, 2022 REGISTERED
Notice Filings (29)
AL AR AZ CA FL GA IL KY LA MA MD ME MI MS NC NE NH NJ NM NV NY OH PA SC TN TX VA WA WV
Address
100 2ND AVENUE SOUTHSUITE 701-S
ST. PETERSBURG, FL 33701
United States
Phone: 727-898-3063