Charles Robert Dale
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
22 yearsExperience
10 statesRegistered in
CFADesignation
$67.8BFirm assets
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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
22 years in the industry.
- Stein Roe Investment Counsel, Inc.Mar 2004 to now
- CIBC Private Wealth Advisors, Inc.Dec 2000 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, FL, IL, KS, MI, MO, OH, TX, WI).
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
- 2342466
- Firm CRD
- 109644