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Robert J. Coulton

Cibc Private Wealth Advisors, Inc.

Chicago, IL

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Current Employers
Cibc Private Wealth Advisors, Inc.

181 West Madison Street 36Th Floor, Chicago, IL 60602 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-07-17
FL RA APPROVED 2026-06-23
NE RA APPROVED 2026-06-15
SC RA APPROVED 2026-06-12
IN RA APPROVED 2026-06-10
MO RA APPROVED 2026-06-10
CO RA APPROVED 2026-06-09
NY RA APPROVED 2026-06-09
TX RA APPROVED_RES 2026-06-09
WI RA APPROVED 2026-05-18
MI RA APPROVED 2025-08-28
CA RA APPROVED 2025-08-27
IL RA APPROVED 2017-11-03
  • AZ RA
    APPROVED
    Since 2026-07-17
  • FL RA
    APPROVED
    Since 2026-06-23
  • NE RA
    APPROVED
    Since 2026-06-15
  • SC RA
    APPROVED
    Since 2026-06-12
  • IN RA
    APPROVED
    Since 2026-06-10
  • MO RA
    APPROVED
    Since 2026-06-10
  • CO RA
    APPROVED
    Since 2026-06-09
  • NY RA
    APPROVED
    Since 2026-06-09
  • TX RA
    APPROVED_RES
    Since 2026-06-09
  • WI RA
    APPROVED
    Since 2026-05-18
  • MI RA
    APPROVED
    Since 2025-08-28
  • CA RA
    APPROVED
    Since 2025-08-27
  • IL RA
    APPROVED
    Since 2017-11-03

Branch Locations

181 West Madison Street 35Th Floor, Chicago, IL 60602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gnv Advisors, Llc Chicago IL 09/2013 10/2017
Geneva Investment Management Of Chicago, Llc Chicago IL 09/2013 10/2017
Atlantic Trust Investment Advisors, Inc. Chicago IL 10/2017 10/2017
Cibc Private Wealth Advisors, Inc Chicago IL 11/2017 Present
Cibc World Market Corp Chicago IL 10/2017 Present
  • 09/2013 → 10/2017
    Gnv Advisors, Llc
    Chicago, IL
  • 09/2013 → 10/2017
    Geneva Investment Management Of Chicago, Llc
    Chicago, IL
  • 10/2017 → 10/2017
    Atlantic Trust Investment Advisors, Inc.
    Chicago, IL
  • 11/2017 → Present
    Cibc Private Wealth Advisors, Inc
    Chicago, IL
  • 10/2017 → Present
    Cibc World Market Corp
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-24
  • S65 Uniform Investment Adviser Law Examination
    2004-02-24

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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