Paul William Fortin
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
10 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
10 years in the industry.
- CIBC Private Wealth Advisors, Inc.Oct 2023 to now
- CIBC Private WealthSep 2023 to now
- Svb Wealth LLC (f/k/a Boston Private Wealth LLC)Sep 2019 to Sep 2023
- Boston Private Wealth LLCOct 2016 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6649177
- Firm CRD
- 109644