Connor Michael Mcgarvey

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

• 06/2016 → 06/2019
  Louisiana State University
  Baton Rouge, LA
• 01/2018 → 05/2018
  Louisiana State University
  Baton Rouge, LA
• 06/2018 → 08/2018
  Us Bankruptcy Court Northern District Of Texas
  Dallas, TX
• 06/2019 → 08/2019
  Dallas County District Attorney
  Dallas, TX
• 08/2019 → 08/2020
  Southern Methodist University
  University Park, TX
• 08/2020 → 03/2021
  Altschuler & Company
  Dallas, TX
• 03/2021 → Present
  Cibc Private Wealth Advisors, Inc.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-04