Peter Wallace Fleming

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

• 11/2009 → 08/2024
  M Holdings Securities, Inc.
  Portland, OR
• 02/2009 → 01/2023
  Nease, Lagana, Eden & Culley
  Atlanta, GA
• 01/2023 → 08/2024
  Winged Keel Group
  Atlanta, GA
• 09/2024 → Present
  Cibc Private Wealth Advisors Inc
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-23
• S63 Uniform Securities Agent State Law Examination
  2011-06-30

Other Names

• Peter Wallace Fleming