Role at CIBC Asset Management
- Title on Schedule A
- Director
- Control
- Robert Cancelli is a control person of CIBC Asset Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Robert Cancelli has held the filed role since June 2021.
The firm
Form ADV filed 21 September 2026
Career on record
- Passed Series 57TO · 2023
- Passed SIE · 2018
- Passed Series 55 · 2000
- Passed Series 7 and Series 63 · 1999
Registrations and exams
Broker registration; no current adviser registration. Robert Cancelli has passed 5 qualifying exams.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 28 October 1999 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | 1 October 2018 |
| Series 55 | Limited Representative-Equity Trader Exam | 1 March 2000 |
| Series 7 | General Securities Representative Examination | 26 October 1999 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- General Securities Representative Examination
Individual record
- Full name
- Robert Francis Cancelli
- CRD
- 4035896
- Registration status
- Broker registration; no current adviser registration
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 Robert Cancelli work?
Robert Cancelli has been Director of CIBC Asset Management Inc. since June 2021, and is a control person of the firm.
Does Robert Cancelli have a current investment-adviser registration?
Robert Cancelli has a current broker registration and no current investment-adviser registration, as of 17 October 2026.
What exams has Robert Cancelli passed?
Robert Cancelli has passed 5 licensing exams: the Series 7, Series 63, Series 55, SIE and Series 57TO. The earliest, the Series 7, was passed in October 1999.
Leadership at CIBC Asset Management
- Eric BelangerPresident and Chief Executive Officer
- Elena TomasoneVice President, Retail Credit Adjudication
- Winnie WakayamaChief Financial Officer
- Saher KazmiChief Compliance Officer
- Nicholas AmeduriDirector
- Steven De LucaDirector
- Bradley FinchDirector
- Eve JedrzejewskaChief Administrative Officer
- Meric KoksalChair of the Board
- Frank VivacquaDirector