Role at CIBC Private Wealth Advisors
- Title on Schedule A
- General Counsel & Asst Secretary, Director
- Control
- Gregory Campbell is a control person of CIBC Private Wealth Advisors.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Gregory Campbell has held the filed role since August 2022.
The firm
Form ADV filed 22 June 2026
Career on record
Gregory Campbell has been registered through CIBC Private Wealth Advisors since November 2004.
- Passed Series 10 and Series 9 · 2023
- Passed SIE · 2018
- – present · 22 yearsChicago, IL · Adviser representative · Firm CRD 109644
- Passed Series 8 · 1998
- Passed Series 65, Series 7, Series 24 and Series 63 · 1996
Registrations and exams
Gregory Campbell has a current investment-adviser registration in Illinois and has passed 8 qualifying exams.
| State | Scope | Status | Since |
|---|---|---|---|
| Illinois | Investment adviser representative | Approved | 8 November 2004 |
- Scope
- Investment adviser representative
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 27 November 1996 |
| Series 65 | Uniform Investment Adviser Law Examination | 26 July 1996 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 2 January 2023 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 2 January 2023 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 24 February 1998 |
| Series 24 | General Securities Principal Examination | 19 November 1996 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 7 | General Securities Representative Examination | 13 November 1996 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- General Securities Principal Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Gregory Brent Campbell
- CRD
- 2777077
- Registration status
- Investment adviser and broker registrations
- Office
- 181 WEST MADISON STREET, 36TH FLOOR, Chicago, IL 60602
- Firm bio
- private-wealth.us.cibc.com
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
Background
CIBC identifies Gregory B. Campbell as its General Counsel and a Managing Director. The firm lists a B.S. in Finance from the University of Illinois at Urbana-Champaign and a J.D. from IIT/Chicago-Kent College of Law. Official CIBC Private Wealth biography
Education
- The firm lists a B.S. in Finance from the University of Illinois at Urbana-Champaign and a J.D. from IIT/Chicago-Kent College of Law.Official CIBC Private Wealth biography
Common questions
Where does Gregory Campbell work?
Gregory Campbell has been General Counsel & Asst Secretary, Director of CIBC Private Wealth Advisors, Inc. since August 2022, and is a control person of the firm.
Is Gregory Campbell a financial advisor?
Yes. Gregory Campbell has a current investment-adviser registration in Illinois, through CIBC Private Wealth Advisors since November 2004, as of 17 October 2026.
How many years of experience does Gregory Campbell have?
Gregory Campbell has worked in the financial industry for 29 years as of 17 October 2026, counted from 3 April 1997, across 1 adviser firm.
What exams has Gregory Campbell passed?
Gregory Campbell has passed 8 licensing exams: the Series 65, Series 7, Series 24, Series 63, Series 8, SIE, Series 10 and Series 9. The earliest, the Series 65, was passed in July 1996.
Where is Gregory Campbell based?
Gregory Campbell’s registered office is in Chicago, IL.
Leadership at CIBC Private Wealth Advisors
- John MarkwalterChairman of the Board, Chief Executive Officer
- Kishore SettyPresident
- Paul CareyChief Financial Officer
- Brian DELMANChief Compliance Officer
- Philip CecilSecretary
- Trevor ChambersDirector
- Daniel FeldmanDirector
- Gary PzegeoChief Investment Officer
- Diana VasquezDirector