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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.