Robert J. Coulton
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
4 yearsExperience
13 statesRegistered 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
4 years in the industry.
- CIBC Private Wealth Advisors, Inc.Nov 2017 to now
- CIBC World Market CorpOct 2017 to now
- Atlantic Trust Investment Advisors, Inc.Oct 2017 to Oct 2017
- Geneva Investment Management of Chicago, LLCSep 2013 to Oct 2017
- Gnv Advisors, LLCSep 2013 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, CO, FL, IL, IN, MI, MO, NE, NY, SC, 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
- 4757428
- Firm CRD
- 109644