Martin Andrew Brown
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
17 yearsExperience
1 stateRegistered 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
17 years in the industry.
- CIBC Private WealthJun 2018 to now
- CIBC Private Wealth Advisors, Inc.Sep 2017 to now
- At Investment Advisers Inc.Aug 2017 to Jun 2018
- Geneva Investment Management of Chicago, LLCOct 2009 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
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
- 2745651
- Firm CRD
- 109644