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
Randall Clark (CRD# 1086464) is an Investment Advisor Representative working at Corient in Miami, FL and has over 41 years of experience in the finance industry. Randall Clark 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.
Brian Cloud (CRD# 5762919) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry. Brian Cloud 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.
Breanna Coffey (CRD# 6435310) is an Investment Advisor Representative working at Corient in Miami, FL and has over 5 years of experience in the finance industry. Breanna Coffey 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.
Thomas Collar (CRD# 6068392) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry. Thomas Collar 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 Copps (CRD# 1112642) is an Investment Advisor Representative working at Corient in Newport Beach, CA and has over 41 years of experience in the finance industry.
Nathaniel Corbitt (CRD# 6086524) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 11 years of experience in the finance industry. Nathaniel Corbitt 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.
Alex Coriddi (CRD# 6353954) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 9 years of experience in the finance industry.
Kc Corkery (CRD# 5539929) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 15 years of experience in the finance industry.
Nicholas Cosky (CRD# 5594728) is an Investment Advisor Representative working at Corient in Miami, FL and has over 15 years of experience in the finance industry. Nicholas Cosky 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.
Brett Covert (CRD# 5411349) is an Investment Advisor Representative working at Corient in Miami, FL and has over 16 years of experience in the finance industry. Brett Covert 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.