Cary Ross Chapman

CFA

Cibc Private Wealth Advisors, INC.

8 Years of Experience

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

100 St. Paul Street, #700, Denver, CO, 80206

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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.

December 2021 - Present · 4 yrs 2 mos

Previous Registrations

Rocky Mountain Wealth Advisors, LLC

July 2004 - November 2005 · 1 yr 4 mos

Curian Capital, LLC

June 2003 - July 2004 · 1 yr 1 mo

Prima Capital Management, INC.

March 2001 - November 2002 · 1 yr 8 mos

State Registrations6 states

AZCACONMTXUT

Advisor

Exams

No exam information available for this advisor.