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 31 - 40 of 426 top financial advisors.
31
Julie L. Bucaro
CRD#: 4303206
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Julie Bucaro (CRD# 4303206) is an Investment Advisor Representative working at Corient in Miami, FL and has over 23 years of experience in the finance industry.

32
Mary P. Burke
CRD#: 2015656
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Mary Burke (CRD# 2015656) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.

33
Konstantin Bystritsky
CRD#: 5088789
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Konstantin Bystritsky (CRD# 5088789) is an Investment Advisor Representative working at Corient in Miami, FL and has over 17 years of experience in the finance industry.

34
Steven Cantillo
CRD#: 5479945
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Steven Cantillo (CRD# 5479945) is an Investment Advisor Representative working at Corient in Miami, FL and has over 16 years of experience in the finance industry.

35
Keith R. Capasso
CRD#: 3243225
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Keith Capasso (CRD# 3243225) is an Investment Advisor Representative working at Corient in Miami, FL and has over 19 years of experience in the finance industry.

36
Chad D. Carlson
CRD#: 4711070
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Chad Carlson (CRD# 4711070) is an Investment Advisor Representative working at Corient in Miami, FL and has over 20 years of experience in the finance industry.

37
Christopher D. Carter
CRD#: 2143036
2929 Allen Parkway, Ste 3000, Houston, TX 77019

Christopher Carter (CRD# 2143036) is an Investment Advisor Representative working at Corient in Houston, TX and has over 32 years of experience in the finance industry.

38
Eric Chen
CRD#: 6620388
100 Park Avenue, Suite 2800, New York, NY 10017

Eric Chen (CRD# 6620388) is an Investment Advisor Representative working at Corient in New York, NY and has 1 year of experience in the finance industry.

39
Jennifer S. Chung
CRD#: 4294005
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

Jennifer Chung (CRD# 4294005) is an Investment Advisor Representative working at Corient in Miami, FL and has over 10 years of experience in the finance industry.

40
James J. Ciprich
CRD#: 4586287
2 S Biscayne Blvd, Suite 3200, Miami, FL 33131

James Ciprich (CRD# 4586287) is an Investment Advisor Representative working at Corient in Miami, FL and has over 21 years of experience in the finance industry.

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