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Halsey Overton Schreier

Cibc Private Wealth Advisors, Inc.

West Palm Beach, FL

New York, NY

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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
LA RA APPROVED 2026-06-15
NJ RA APPROVED 2026-01-09
FL RA APPROVED 2026-01-08
NY RA APPROVED 2025-12-08
SC RA APPROVED 2025-12-08
  • LA RA
    APPROVED
    Since 2026-06-15
  • NJ RA
    APPROVED
    Since 2026-01-09
  • FL RA
    APPROVED
    Since 2026-01-08
  • NY RA
    APPROVED
    Since 2025-12-08
  • SC RA
    APPROVED
    Since 2025-12-08

Branch Locations

525 Okeechobee Blvd Suite 1630, West Palm Beach, FL 33401 • United States

300 Madison Avenue, 7Th Floor, New York, NY 10017 • 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
Cibc Private Wealth New York NY 06/2016 Present
  • 06/2016 → Present
    Cibc Private Wealth
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-08
  • S65 Uniform Investment Adviser Law Examination
    2025-12-08

View on SEC IAPD

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