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
James Borovsky (CRD# 2595711) is an Investment Advisor Representative working at Corient in Miami, FL and has over 29 years of experience in the finance industry.
Robert Bortnick (CRD# 1335428) is an Investment Advisor Representative working at Corient in Boston, MA and has over 35 years of experience in the finance industry.
Shelli Bouillion (CRD# 2128644) is an Investment Advisor Representative working at Corient in Miami, FL and has over 30 years of experience in the finance industry. Shelli Bouillion 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 Boyer (CRD# 5246815) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 17 years of experience in the finance industry.
Sonia Brinkman (CRD# 5404698) is an Investment Advisor Representative working at Corient in Columbus, OH and has over 9 years of experience in the finance industry.
Michael Brooks (CRD# 6781765) is an Investment Advisor Representative working at Corient in Seattle, WA and has over 7 years of experience in the finance industry. Michael Brooks 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.
Matthew Broom (CRD# 7065483) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 6 years of experience in the finance industry.
Lisa Brown (CRD# 3266879) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 24 years of experience in the finance industry. Lisa Brown 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.
Michael Brown (CRD# 6093426) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry. Michael Brown 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.
Charles Bryant (CRD# 1830538) is an Investment Advisor Representative working at Corient in Chicago, IL and has over 30 years of experience in the finance industry.