Martin Andrew Brown

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

• 10/2009 → 08/2017
  Geneva Investment Management Of Chicago, Llc
  Chicago, IL
• 08/2017 → 06/2018
  At Investment Advisers Inc.
  Chicago, IL
• 06/2018 → Present
  Cibc Private Wealth
  Chicago, IL

Previous Registrations

• 2010-04-29 → 2017-09-01
  Geneva Advisors, Llc
  Chicago, IL
• 2006-03-21 → 2009-12-31
  Martin A. Brown, L.L.C.
  Western Springs, IL

Other Businesses

Serves as a managing member of School of Fish LLC, which operates an aquatics center. 26% ownership in non investment-related activity. Activity began on 1/1/2016 and I devote bet 10-15 hours a month to activity after business hours. No hours devoted during business hours. Location is 4751 Vernon St, McCook, IL 60525.

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-02-09

Designations

• Chartered Financial Analyst

Other Names

• Marty Brown