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RIA / WealthAdvisorChartered Financial Analyst28 years in industry

MATTHEW KENNETH SCHERER

Advisor at CIBC PRIVATE WEALTH ADVISORS, INC.

Chicago, IL | Milwaukee, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:626ae7f4-afdf-aab8-16c2-a8a10c231136

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Jan 13, 2016 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Matthew Kenneth Scherer

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CIBC PRIVATE WEALTH ADVISORS, INC.
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 12, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S63
First exam: Mar 12, 1998
First registration: Jan 13, 2016
Dual registered: no
IAPD individual key: 2833362

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CIBC PRIVATE WEALTH ADVISORS, INC.	Bd affiliated wealth	Apr 25, 2023	n/a	yes	Milwaukee, WI\|Chicago, IL	Current employment
GENEVA ADVISORS, LLC	Former SEC adviser	Jan 13, 2016	Sep 1, 2017	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GENEVA ADVISORS, LLC	CIBC PRIVATE WEALTH ADVISORS, INC.	Sep 1, 2017	Apr 25, 2023	2,062	Bulk transfer	Other

Relationships

Registered with (2)

→ CIBC PRIVATE WEALTH ADVISORS, INC.Registered adviserregistration: current employment
Apr 25, 2023 to presentfactForm ADV
→ GENEVA ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 13, 2016 to Sep 1, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:626ae7f4-afdf-aab8-16c2-a8a10c231136
First observed: Jan 13, 2016
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATTHEW KENNETH SCHERER

Advisor at CIBC PRIVATE WEALTH ADVISORS, INC.

Chicago, IL | Milwaukee, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:626ae7f4-afdf-aab8-16c2-a8a10c231136

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:27 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CIBC PRIVATE WEALTH ADVISORS, INC.

Bd affiliated wealth

Apr 25, 2023

n/a

yes

Milwaukee, WI|Chicago, IL

Current employment

GENEVA ADVISORS, LLC

Former SEC adviser

Jan 13, 2016

Sep 1, 2017

CHICAGO, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GENEVA ADVISORS, LLC

CIBC PRIVATE WEALTH ADVISORS, INC.

Sep 1, 2017

Apr 25, 2023

2,062

Bulk transfer

Other