Lisa Erin Mullaney
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
12 yearsExperience
2 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
12 years in the industry.
- CIBC Private Wealth Advisors, Inc.Mar 2024 to now
- CIBC Private WealthMar 2024 to now
- Fifth Third SecuritiesAug 2022 to Mar 2024
- Fifth Third BankSep 2021 to Mar 2024
- BNY Mellon Securities CorporationJun 2019 to Aug 2021
- BNY MellonAug 2017 to Aug 2021
- Bessemer TrustOct 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, LA).
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
- 4829924
- Firm CRD
- 109644