Aaron Michael Newland

CFP

Cibc Private Wealth Advisors, INC.

29 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Cibc Private Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

157 advisors

Number of Clients

10,045 clients

Average Client Portfolio

$6.1M average

Assets Under Management

$61.1B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Minimum Annual Fee:$10,000

Location

520 Newport Center Drive, Suite 700, Newport Beach, CA, 92660

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Cibc Private Wealth Advisors, INC.

February 2022 - Present · 4 yrs

Cibc World Markets CORP.

January 2014 - Present · 12 yrs 1 mo

Cibc World Markets CORP.Broker

January 2014 - Present · 12 yrs 1 mo

Previous Registrations

Invesco Distributors, INC.Broker

February 2011 - January 2014 · 2 yrs 11 mos

Invesco Advisers, INC.

February 2011 - January 2014 · 2 yrs 11 mos

Pacific American Securities, LLCBroker

August 2006 - January 2010 · 3 yrs 5 mos

First American Trust

August 2006 - February 2010 · 3 yrs 6 mos

Dolphin Securities, INC.Broker

September 2003 - May 2005 · 1 yr 8 mos

Marina Advisor Group, LLC

May 2002 - August 2005 · 3 yrs 3 mos

Fidelity Brokerage Services LLCBroker

October 1993 - April 2002 · 8 yrs 6 mos

State Registrations51 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.