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Patrick James william Bradley

Investment adviser representative at CIBC Global Asset Management
19 yearsExperience
1 stateRegistered in
CFADesignation
$162.8BFirm 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. CIBC Global Asset ManagementOct 2024 to now
  2. CIBC Asset ManagementNov 2017 to now
  3. CIBCSep 2007 to Oct 2017

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (TX).

CIBC Global Asset Management

Legal name: CIBC Asset Management Inc.

$162.8BAssets managed
10,439Clients
5Advisers
52 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
7990728
Firm CRD
106508
Advisor's SEC record (opens in a new tab)
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