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SQ

Sidney F. Queler

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CRD#: 2221043
SQ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sidney Freedman Queler was a registered financial professional .

Sidney is a previously registered financial professional and started their career in finance in 1992. Sidney had worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
BETH ISRAEL DEACONESS MEDICAL CENTER; NOT INVESTMENT RELATED; 330 BROOKLINE AVENUE 3, BOSTON MA, 02215; MEDICAL CENTER/HOSPITAL; Vice Chair OF the TRUSTEE ADVISORY BOARD; START:10/2011; 08HRS/MO NOT DURING TRADING HOURS;

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 15, 2014 - May 4, 2023

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
BOSTON, MA
Past

February 1, 2011 - January 2, 2014

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
BOSTON, MA
Past

December 7, 2007 - March 26, 2009

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 7369
HOUSTON, TX
Past

May 5, 2004 - December 7, 2007

AT INVESTOR SERVICES, INC.

BD
CRD#: 47837
NEW YORK, NY
Past

April 14, 2004 - May 4, 2023

CIBC PRIVATE WEALTH ADVISORS, INC.

RIA
CRD#: 109644
BOSTON, MA
Past

January 14, 2003 - April 5, 2004

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

March 12, 2002 - April 5, 2004

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
DENVER, CO
Past

October 4, 2001 - December 31, 2002

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

February 19, 1998 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

BD
CRD#: 27038
PHOENIX, AZ
Past

November 19, 1993 - December 3, 1997

BTS SECURITIES CORPORATION

BD
CRD#: 8328
LINCOLN, MA
Past

April 10, 1992 - October 29, 1993

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

April 10, 1992 - October 29, 1993

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 3/7/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


CW
CIBC WORLD MARKETS CORP.
CIBC OPPENHEIMER | OPPENHEIMER & CO., INC. | CIBC WORLD MARKETS CORP. | CIBC WORLD MARKETS | CIBC OPPENHEIMER CORP.

CRD#: 630 / SEC#: , 8-18333

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
300 Madison Avenue Sixth Floor, New York, NY 10017
Mailing Address
300 Madison Avenue Sixth Floor, New York, NY 10017
Phone number
(212) 856-4000
Established
Delaware since 07/31/1969
Firm type
Corporation
Fiscal year end
October
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
CIBC INC.100% SHAREHOLDER
CONSOLA, PATRICK DCHIEF COMPLIANCE OFFICER1133831
DUBCZAK, ROMAN STEPANDIRECTOR5511542
GRIFFITH, MARVIN SCOTTPRINCIPAL FINANCIAL OFFICER1670889
PERRY, ACHILLES MGENERAL COUNSEL, ASSISTANT SECRETARY, DIRECTOR4183476
PRICE, ERIC SCHIEF EXECUTIVE OFFICER & PRESIDENT1985843
TRABOULSI, ALFREDMANAGING DIRECTOR, HEAD US INVESTMENT BANKING6594715
ZELLERMAYER, MICHAELPRINCIPAL OPERATIONS OFFICER1662785

Disclosures


Regulatory Event76
Arbitration86

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CIBC WORLD MARKETS CORP.

CRD#: 630

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Contact information


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