Matthew Alan Roma
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
12 yearsExperience
3 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.May 2018 to now
- Cedar Capital, LLCJan 2015 to May 2018
- Foreside Fund Services, LLCOct 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 3 states (DE, IA, IL).
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
- 5861646
- Firm CRD
- 109644