Kibwe Cuffie has been an investment adviser representative at Portland Private Wealth Management since June 2019, and is not listed among the firm’s executive officers or direct owners. Kibwe Cuffie studied at Concordia University.
Portland Private Wealth Management, Inc. is a Portland, OR firm with $235M under management, 455 clients and 3 advisers across 3 offices, as of its June 2026 filing.
Kibwe Cuffie is Investment Advisor Representative and Analyst of Portland Private Wealth Management. He joined the firm in 2018 and is an analyst supporting portfolio management, research, operations and compliance.
- – present · 7 yearsPortland, OR · Adviser representative · Firm CRD 171321
Investment adviser representative registrations
Kibwe Cuffie is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from June 2019; the most recent is Texas, in December 2021.
- OregonSince 26 June 2019
- TexasResidentSince 3 December 2021
- WashingtonSince 26 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 June 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kibwe Omari Cuffie
- CRD
- 7087368
- Firm
- Portland Private Wealth Management · CRD 171321
- Office
- 1221 NW EVERETT STREET, Portland, OR 97209
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- portlandprivatewm.com
Where does Kibwe Cuffie work?
Kibwe Cuffie is an investment adviser representative registered through Portland Private Wealth Management, Inc. since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Kibwe Cuffie a financial advisor?
Yes. Kibwe Cuffie has a current investment-adviser registration in Oregon, Texas and Washington, through Portland Private Wealth Management since June 2019.
How many years of experience does Kibwe Cuffie have?
Kibwe Cuffie has 7 years in the financial industry, since June 2019, across 1 adviser firm.
What exams has Kibwe Cuffie passed?
Kibwe Cuffie passed the Series 65 in June 2019.
Where is Kibwe Cuffie based?
Kibwe Cuffie’s registered office is in Portland, OR.
Is Kibwe Cuffie registered with FINRA?
No. Kibwe Cuffie has no current broker registration.
How can I verify Kibwe Cuffie’s record?
Search CRD 7087368 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kibwe Cuffie’s full registration record.
