Scott Havens Newhall
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
9 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$67.8BFirm assets
Are you Scott Havens Newhall? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- CIBC Private Wealth Advisors, Inc.Jul 2024 to now
- CIBC Private WealthJul 2024 to now
- Corient Services LLCJan 2024 to Jun 2024
- CorientMar 2023 to Jun 2024
- Segall Bryant & Hamill, LLCOct 2015 to Jun 2024
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (IL).
CIBC Private Wealth Advisors, Inc.
$67.8BAssets managed
9,236Clients
174Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2272854
- Firm CRD
- 109644