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Matthew R Meikleham

Cibc Private Wealth Advisors, Inc.

Boston, MA

CRD 7786156

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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
MA RA APPROVED 2024-02-02
CT RA APPROVED 2023-07-20
  • MA RA
    APPROVED
    Since 2024-02-02
  • CT RA
    APPROVED
    Since 2023-07-20

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
Bny Mellon Boston MA 03/2008 12/2021
Cibc Private Wealth Boston MA 12/2021 Present
  • 03/2008 → 12/2021
    Bny Mellon
    Boston, MA
  • 12/2021 → Present
    Cibc Private Wealth
    Boston, MA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Offices

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BAYPINE HOLDINGS LP · BOSTON, MA
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