Corient
Corient (CRD# 319448) is a financial advisory firm headquartered in Miami, FL. They manage $94,617,046,882 in 79,738 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management94,617MILLION
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Total Number of Accounts79,738ACCOUNTS
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Average Account Value$1,186,599
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Daniel Bensema (CRD# 7077193) is an Investment Advisor Representative working at Corient in Miami, FL and has over 4 years of experience in the finance industry. Daniel Bensema has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Craige Bertero (CRD# 2513842) is an Investment Advisor Representative working at Corient in San Francisco, CA and has over 27 years of experience in the finance industry.
Barbara Bilello (CRD# 2692506) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 25 years of experience in the finance industry.
Bryan Blades (CRD# 4816337) is an Investment Advisor Representative working at Corient in Wayne, PA and has over 19 years of experience in the finance industry. Bryan Blades has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jeffrey Bluestein (CRD# 4116633) is an Investment Advisor Representative working at Corient in New York, NY and has over 13 years of experience in the finance industry.
Robert Bluestein (CRD# 24096) is an Investment Advisor Representative working at Corient in Birmingham, MI and has over 39 years of experience in the finance industry.
Eric Bodner (CRD# 1384178) is an Investment Advisor Representative working at Corient in Miami, FL and has over 38 years of experience in the finance industry.
Jessica Boghetich (CRD# 6464719) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry. Jessica Boghetich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Christopher Boland (CRD# 5791671) is an Investment Advisor Representative working at Corient in Atlanta, GA and has 1 year of experience in the finance industry. Christopher Boland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Bone (CRD# 2852444) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 26 years of experience in the finance industry.