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).

By the Numbers
  • Total Assets Under Management
    94,617
    MILLION
  • Total Number of Accounts
    79,738
    ACCOUNTS
  • Average Account Value
    $1,186,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Corient
Showing 11 - 20 of 426 top financial advisors.
11
Daniel J. Bensema
CRD#: 7077193
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

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.

12
Craige M. Bertero
CRD#: 2513842
600 Montgomery Street, San Francisco, CA 94111

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.

13
Barbara C. Bilello
CRD#: 2692506
60 Columbia Road, Building A, Suite 300, Morristown, NJ 07960

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.

14
Bryan R. Blades
CRD#: 4816337
485 Devon Park Drive, Suite 119, Wayne, PA 19087

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.

15
Jeffrey N. Bluestein
CRD#: 4116633
712 Fifth Avenue, 8th Floor, New York, NY 10019

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.

16
Robert H. Bluestein
CRD#: 24096
260 East Brown Street, Suite 100, Birmingham, MI 48009

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.

17
Eric S. Bodner
CRD#: 1384178
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

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.

18
Jessica L. Boghetich
CRD#: 6464719
5950 Sherry Lane, Suite 600, Dallas, TX 75225

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.

19
Christopher L. Boland
CRD#: 5791671
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

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.

20
Gregory T. Bone
CRD#: 2852444
5950 Sherry Lane, Suite 600, Dallas, TX 75225

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.

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