Colleen Harvey
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
4 yearsExperience
2 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
4 years in the industry.
- CIBC Private Wealth Advisors, Inc.Aug 2018 to now
- Colorado Capital Management Inc.May 2014 to Jul 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 5249879
- Firm CRD
- 109644