Brandi Lockhart
Investment adviser representative at CIBC Private Wealth Advisors, Inc.
16 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
16 years in the industry.
- CIBC Private Wealth Advisors, Inc.Mar 2026 to now
- CIBC Wood Gundy - CIBC Private WealthNov 2023 to now
- CIBC Imperial ServiceAug 2010 to Nov 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8231518
- Firm CRD
- 109644