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Head of Client Operations · Corient

Alexander Eppler

CRD 8066629 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Corient, an SEC-registered wealth manager based in Miami, FL with $165.3 billion in regulatory assets, lists Alexander Eppler on its Form ADV as Head of Client Operations, a control person. The SEC filings also name Alexander at 1 other registered adviser.

Firms and roles

  • CorientHead of Client OperationsWealth manager · Miami, FL · $165B in regulatory assets
  • Corient IA LPHead of Client OperationsPrivate fund adviser · Miami, FL · $5.1B in regulatory assets

AtlasMembers

Alexander’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Alexander on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexander’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.