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Paul William Fortin

Cibc Private Wealth Advisors, Inc.

Boston, MA

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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
MA RA APPROVED 2023-10-18
  • MA RA
    APPROVED
    Since 2023-10-18

Branch Locations

100 Federal Street, Boston, MA 02110 • 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
Brighton House Associates Boston MA 05/2016 09/2016
Boston Private Wealth Llc Boston MA 10/2016 09/2019
Svb Wealth Llc (F/K/A Boston Private Wealth Llc) Boston MA 09/2019 09/2023
Cibc Private Wealth Boston MA 09/2023 Present
  • 05/2016 → 09/2016
    Brighton House Associates
    Boston, MA
  • 10/2016 → 09/2019
    Boston Private Wealth Llc
    Boston, MA
  • 09/2019 → 09/2023
    Svb Wealth Llc (F/K/A Boston Private Wealth Llc)
    Boston, MA
  • 09/2023 → Present
    Cibc Private Wealth
    Boston, MA
Previous Registrations
  • 2019-10-30 → 2023-09-15
    Svb Wealth
    Boston, MA
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-10-18
  • S65 Uniform Investment Adviser Law Examination
    2019-10-18

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
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