Po-ting Lin
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.Apr 2026 to now
- CIBC Private WealthMar 2026 to now
- Morgan StanleyJul 2024 to Mar 2026
- Morgan StanleyJun 2023 to Mar 2024
- Northwestern Academic Support and Learning AdvancementApr 2022 to Jun 2024
- Northwestern Religious and Spiritual LifeFeb 2022 to Jun 2024
- Northwestern UniversitySep 2021 to Jun 2024
- UnemployedJul 2013 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7746127
- Firm CRD
- 109644