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Christopher Lombardo

Cibc Private Wealth Advisors, Inc.

New York, NY

CRD 3234135

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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
MO RA APPROVED 2023-02-16
AZ RA APPROVED 2022-12-21
FL RA APPROVED 2022-04-06
NJ RA APPROVED 2022-03-10
MA RA APPROVED 2022-03-01
NV RA APPROVED 2022-02-23
CA RA APPROVED 2022-02-07
CT RA APPROVED 2022-02-07
MD RA APPROVED 2022-02-07
MI RA APPROVED 2022-02-07
NH RA APPROVED 2022-02-07
VA RA APPROVED 2022-02-07
NY RA APPROVED 2021-06-08
  • MO RA
    APPROVED
    Since 2023-02-16
  • AZ RA
    APPROVED
    Since 2022-12-21
  • FL RA
    APPROVED
    Since 2022-04-06
  • NJ RA
    APPROVED
    Since 2022-03-10
  • MA RA
    APPROVED
    Since 2022-03-01
  • NV RA
    APPROVED
    Since 2022-02-23
  • CA RA
    APPROVED
    Since 2022-02-07
  • CT RA
    APPROVED
    Since 2022-02-07
  • MD RA
    APPROVED
    Since 2022-02-07
  • MI RA
    APPROVED
    Since 2022-02-07
  • NH RA
    APPROVED
    Since 2022-02-07
  • VA RA
    APPROVED
    Since 2022-02-07
  • NY RA
    APPROVED
    Since 2021-06-08

Branch Locations

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 Advisors, Inc. New York NY 05/1999 Present
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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