Thomas Joseph Mcneil
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- CIBC Private Wealth Advisors, Inc.Aug 2024 to now
- CIBC World Markets Corp.Aug 2024 to now
- Park Avenue SecuritiesJun 2023 to Aug 2024
- Guardian Life Insurance CompanyMay 2023 to Aug 2024
- Orion Portfolio SolutionsJan 2022 to Jan 2023
- Brinker CapitalOct 2011 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5887705
- Firm CRD
- 109644