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Daniel Feldman

Director at CIBC Private Wealth Advisors

Officer record from the firm’s Form ADVForm ADV filed 22 June 2026

Daniel Feldman is Director of CIBC Private Wealth Advisors, Inc., a Chicago investment adviser.

Role at CIBC Private Wealth Advisors

Title on Schedule A
Director
Control
Daniel Feldman is a control person of CIBC Private Wealth Advisors.
Ownership
An individual ownership band is not available in the source record.
Tenure
Daniel Feldman has held the filed role since May 2025.

The firm

CIBC Private Wealth Advisors, Inc.
Chicago, IL

Form ADV filed 22 June 2026

$67.8B AUM9,236 clients220 advisers17 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Daniel Feldman is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Daniel Feldman
CRD
2799666
Firm
CIBC Private Wealth Advisors, Inc.
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Daniel Feldman work?

Daniel Feldman has been Director of CIBC Private Wealth Advisors, Inc. since May 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 22 June 2026

Leadership at CIBC Private Wealth Advisors

  • John Markwalter
    Chairman of the Board, Chief Executive Officer
  • Kishore Setty
    President
  • Paul Carey
    Chief Financial Officer
  • Brian DELMAN
    Chief Compliance Officer
  • Gregory Campbell
    General Counsel & Asst Secretary, Director
  • Philip Cecil
    Secretary
  • Trevor Chambers
    Director
  • Gary Pzegeo
    Chief Investment Officer
  • Diana Vasquez
    Director

Sources

  1. IAPD individual lookup, CRD 2799666. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of CIBC Private Wealth Advisors, Inc., filed 22 June 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Daniel Feldman or CIBC Private Wealth Advisors, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.