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Meredith Blagden Derham

Investment Adviser Representative at CIBC Private Wealth Advisors, Inc.

New York, NYCRD #4687832Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Meredith Blagden Derham is an investment adviser representative with CIBC Private Wealth Advisors, Inc. in New York, NY, where they have been registered since 2021, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New York.

Office

300 Madison Avenue, 7th Floor
New York, NY 10017

Advisors at this office: 15

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New York

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/9/2004
Series 7
General Securities Representative Examination
Passed 11/14/2003

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

CIBC Private Wealth Advisors, Inc.Current
8/12/2021 – New York, NY

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. CIBC Private Wealth Advisors, Inc.
    Jul 2004 – no end date reportedNew York, NY

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About CIBC Private Wealth Advisors, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$1,000,000 (waivable)
Firm's annual rate schedule by assets
  • Equity/Balanced - First $5M1.00%
  • Equity/Balanced - Next $5M0.80%
  • Equity/Balanced - Above $10M0.60%
  • Fixed Income - First $10M0.50%

+10 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
165
Offices listed on AdvisorFinder:
14
Main office:
Chicago, IL
SEC file number:
801-57986

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 22, 2026

View full firm profile

Other advisors at CIBC Private Wealth Advisors, Inc.

Showing 12 of 165 in the directory

View CIBC Private Wealth Advisors, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Meredith Blagden Derham has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Meredith Blagden Derham (CIBC Private Wealth Advisors)