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Kevin Matthew Fearnow

Investment adviser representative at CIBC Private Wealth Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$67.8BFirm assets
25 yearsFirm in business

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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

11 years in the industry.

  1. CIBC National Trust CompanyNov 2017 to now
  2. CIBC Private Wealth Advisors, Inc.Sep 2015 to now
  3. Atlantic Trust Company NASep 2015 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2000
  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 1 state (DC).

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
2973528
Firm CRD
109644
Advisor's SEC record (opens in a new tab)
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