Corient
Corient (CRD# 319448) is a financial advisory firm headquartered in Miami, FL. They manage $118,191,936,095 in 97,020 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management118,192MILLION
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Total Number of Accounts97,020ACCOUNTS
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Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
- Security ratings or pricing services
- Market timing services
- 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
Cassandra Guerrero (CRD# 6223445) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 10 years of experience in the finance industry.
Mary Guidry (CRD# 5573149) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.
Jonathan Gulman (CRD# 6582213) is an Investment Advisor Representative working at Corient in Miami, FL and has over 8 years of experience in the finance industry.
Jacob Halladay (CRD# 5369324) is an Investment Advisor Representative working at Corient in Newport Beach, CA and has over 16 years of experience in the finance industry.
Ryan Halpern (CRD# 5743388) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 9 years of experience in the finance industry.
Eric Harbert (CRD# 6138586) is an Investment Advisor Representative working at Corient in Miami, FL and has over 8 years of experience in the finance industry.
Nathaniel Haskell (CRD# 6563348) is an Investment Advisor Representative working at Corient in Seattle, WA and has over 8 years of experience in the finance industry.
Gordon Hassenplug (CRD# 3126165) is an Investment Advisor Representative working at Corient in Newport Beach, CA and has over 25 years of experience in the finance industry.
Darren Henderson (CRD# 2923145) is an Investment Advisor Representative working at Corient in Newport Beach, CA and has over 26 years of experience in the finance industry.
John Hennessy (CRD# 1823631) is an Investment Advisor Representative working at Corient in San Antonio, TX and has over 35 years of experience in the finance industry.