Connor Michael Mcgarvey
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.Mar 2021 to now
- Altschuler & CompanyAug 2020 to Mar 2021
- Southern Methodist UniversityAug 2019 to Aug 2020
- Dallas County District AttorneyJun 2019 to Aug 2019
- US Bankruptcy Court Northern District of TexasJun 2018 to Aug 2018
- Louisiana State UniversityJun 2016 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7423091
- Firm CRD
- 109644