Michael Breandan Lord
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
15 years in the industry.
- CIBC Private WealthNov 2025 to now
- CIBC Private Wealth Advisors, Inc.Feb 2023 to now
- CIBC Private WealthJan 2025 to Oct 2025
- CIBC Private WealthDec 2021 to Dec 2024
- CardxAug 2021 to Dec 2021
- JP Morgan Securities, LLCJun 2019 to Aug 2021
- JP Morgan Chase Bank NAAug 2010 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 5956646
- Firm CRD
- 109644