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Stephen John Wade

AT INVESTMENT ADVISERS, INC.·CHICAGO, Illinois
SIE, Series 7Clean recordAT INVESTMENT ADVISERS, INC.
ONE SOUTH WACKER DRIVE, CHICAGO, IL 60606CRD# 2381535Firm CRD# 109644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen John Wade · CHICAGO, IL
Registration
CRD #2381535 · AT INVESTMENT ADVISERS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CIBC PRIVATE WEALTH ADVISORS, INC.
CRD 109644 · SEC 801-57986
AUM
$57.3B
Regulatory assets under management
Employees
539
29,445 client accounts
Services offered by CIBC PRIVATE WEALTH ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at CIBC PRIVATE WEALTH ADVISORS, INC. →
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Frequently Asked Questions

What services does Stephen John Wade offer?
Stephen John Wade specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Stephen John Wade's credentials?
Stephen John Wade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen John Wade located?
Stephen John Wade is based in CHICAGO, Illinois, working with AT INVESTMENT ADVISERS, INC.. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Stephen John Wade charge for services?
Stephen John Wade's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AT INVESTMENT ADVISERS, INC.?
AT INVESTMENT ADVISERS, INC. has approximately 539 employees and manages $57.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AT INVESTMENT ADVISERS, INC.

Gregory Brent Campbell
CHICAGO, IL
John Sheehan Markwalter
CHICAGO, IL
Marc Keller
CHICAGO, IL
Scott Anthony Wilson
CHICAGO, IL
Eric Brown Propper
CHICAGO, IL
CFA
Kishore Setty
CHICAGO, IL

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Nearby cities in Illinois
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Research
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