Company Information

Get to know geneva advisors

Founded in 2003 and headquartered in Chicago, Geneva Advisors, LLC was a registered investment advisor (RIA) specializing in wealth management for high-net-worth individuals, families, and institutional clients. The firm focused on providing customized investment management and financial counsel. In 2017, Canadian Imperial Bank of Commerce (CIBC) acquired Geneva Advisors to expand its private wealth management presence in the United States. The company and its team were subsequently integrated into CIBC's US wealth management division, which now operates under the name CIBC Private Wealth.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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geneva advisors

United States

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.