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William John Parker

Cibc Private Wealth Advisors, Inc.

Chicago, IL

CRD 5429719

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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:

Current Employers
Cibc Private Wealth Advisors, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-06-11
CO RA APPROVED 2026-06-10
TX RA APPROVED_RES 2026-06-09
IL RA APPROVED 2024-03-12
  • MI RA
    APPROVED
    Since 2026-06-11
  • CO RA
    APPROVED
    Since 2026-06-10
  • TX RA
    APPROVED_RES
    Since 2026-06-09
  • IL RA
    APPROVED
    Since 2024-03-12

Branch Locations

181 West Madison Street Floor 36, 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
Fiducient Advisors Llc Chicago IL 12/2011 12/2023
Cibc Private Wealth Advisors, Inc Chicago IL 03/2024 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-10
S63 Uniform Securities Agent State Law Examination 2007-12-19
  • S65 Uniform Investment Adviser Law Examination
    2018-12-10
  • S63 Uniform Securities Agent State Law Examination
    2007-12-19
Other Names
  • William John Parker
  • Bill Parker

View on SEC IAPD

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Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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