Antony Khalilov
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
9 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
9 years in the industry.
- CIBC Private Wealth Advisors, Inc.Jun 2024 to now
- CIBC Private WealthApr 2024 to now
- UnemployedJan 2024 to Mar 2024
- Focus Financial PartnersJun 2022 to Jan 2024
- Goldman SachsMar 2021 to Jun 2022
- BMO Capital Markets Corp.Jun 2019 to Mar 2021
- Training the Street, Inc.May 2019 to Jun 2019
- StudentAug 2018 to May 2019
- BMO Capital MarketsJun 2018 to Aug 2018
- StudentJul 2017 to May 2018
- Cammack Larhette Advisors, LLCAug 2015 to Jul 2017
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5754760
- Firm CRD
- 109644