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William Robert Pearce

Cibc Private Wealth Advisors, Inc.

Chicago, IL

CRD 6231830

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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
IL RA APPROVED 2026-05-29
  • IL RA
    APPROVED
    Since 2026-05-29

Branch Locations

181 W Madison Street, 35Th Floor, 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
Zacks Investment Management Chicago IL 02/2019 05/2026
Zacks Investment Management Chicago IL 01/2013 02/2019
Cibc Private Wealth Chicago IL 05/2026 Present
Lbmz Securities, Inc. Chicago IL 02/2019 05/2026
  • 02/2019 → 05/2026
    Zacks Investment Management
    Chicago, IL
  • 01/2013 → 02/2019
    Zacks Investment Management
    Chicago, IL
  • 05/2026 → Present
    Cibc Private Wealth
    Chicago, IL
  • 02/2019 → 05/2026
    Lbmz Securities, Inc.
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-05-19
S65 Uniform Investment Adviser Law Examination 2014-01-29
  • S63 Uniform Securities Agent State Law Examination
    2015-05-19
  • S65 Uniform Investment Adviser Law Examination
    2014-01-29
Other Names
  • Will Pearce
  • William Pearce
  • Pearce Robert William

View on SEC IAPD

Nearby Firms

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

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

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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