Investment adviser representative · Cibc Private Wealth Advisors, Inc.
Thomas K. Anderson
CRD 2114287 · Boston, MA
At a glance
Thomas K. Anderson is an investment adviser representative with Cibc Private Wealth Advisors, Inc. in Boston, MA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 2015, about 11 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Cibc Private Wealth Advisors, Inc.Since October 2023Boston, MA · $68B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cibc Private Wealth Advisors, Inc.
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- Sean R. BrophyBoston
- Mark R. GudaitisBoston · Chartered Financial Analyst
- Ryan J. JoyceBoston
- Mark T. KaneBoston · Certified Financial Planner
- Brian V. LopezBoston
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