Cibc Private Wealth Advisors, Inc.

Cibc Private Wealth Advisors, Inc. (CRD# 109644) is a financial advisory firm headquartered in Chicago, IL. They manage $51,105,957,813 in 35,555 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    51,106
    MILLION
  • Total Number of Accounts
    35,555
    ACCOUNTS
  • Average Account Value
    $1,437,378
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Cibc Private Wealth Advisors, Inc.
Showing 41 - 50 of 130 top financial advisors.
41
Bridgid H. Kyle
CRD#: 2433418
181 West Madison Street, 35th Floor, Chicago, IL 60602

Bridgid Kyle (CRD# 2433418) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has over 30 years of experience in the finance industry.

42
Craig H. Lambdin
CRD#: 2684611
300 Madison Avenue, 7th Floor, New York, NY 10017

Craig Lambdin (CRD# 2684611) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in New York, NY and has over 28 years of experience in the finance industry.

43
Andrew J. Lang
CRD#: 1620651
520 Newport Center Drive, Suite 700, Newport Beach, CA 92660

Andrew Lang (CRD# 1620651) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Newport Beach, CA and has over 27 years of experience in the finance industry.

44
Michael S. Leist
CRD#: 6032662
181 West Madison Street, 35th Floor, Chicago, IL 60602

Michael Leist (CRD# 6032662) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has over 11 years of experience in the finance industry.

45
Pamela K. Lent
CRD#: 2032262
1401 S. Brentwood Blvd, Saint Louis, MO 63144

Pamela Lent (CRD# 2032262) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Saint Louis, MO and has over 33 years of experience in the finance industry.

46
Christopher J. Lewis
CRD#: 2763971
181 W. Madison St, 35th Floor, Chicago, IL 60602

Christopher Lewis (CRD# 2763971) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

47
Joseph J. Locke
CRD#: 311375
181 W. Madison St, 35th Floor, Chicago, IL 60602

Joseph Locke (CRD# 311375) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has over 32 years of experience in the finance industry.

48
Keith Malooley
CRD#: 6476701
181 West Madison Street, 36th Floor, Chicago, IL 60602

Keith Malooley (CRD# 6476701) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has over 8 years of experience in the finance industry.

49
Jennifer Y. Man
CRD#: 4518407
Three Embarcadero Center, Suite 1600, San Francisco, CA 94111

Jennifer Man (CRD# 4518407) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in San Francisco, CA and has over 24 years of experience in the finance industry.

50
Robert J. Merkle
CRD#: 4343156
181 W. Madison St, 35th Floor, Chicago, IL 60602

Robert Merkle (CRD# 4343156) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Chicago, IL and has 1 year of experience in the finance industry.

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