David Pisarkiewicz

Employer firm

Cibc Private Wealth Advisors, Inc. CRD 109644

$67.8B regulatory AUM 2,160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Marshall & Ilsley Trust Company
  St. Louis, MO
• 05/2012 → Present
  Private Wealth Advisors, Cibc Bank Usa
  St. Louis, MO

Previous Registrations

• 2007-03-02 → 2012-05-30
  M&I Investment Management Corp.
  Milwaukee, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-24