Stephen G Smith
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFADesignation
$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
12 years in the industry.
- CIBC Private Wealth Advisors, Inc.Nov 2023 to now
- CIBC Private WealthNov 2021 to now
- Wilmington TrustMay 2014 to Oct 2021
Designations
- CFA
Exams passed
No exams in this record.
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
- 7806718
- Firm CRD
- 109644