Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Investment adviser representative · Corient

Justin B. Whelan III

CRD 2053714 · St. Petersburg, FL

At a glance

Justin B. Whelan III is an investment adviser representative with Corient in St. Petersburg, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Justin’s SEC record dates to 1998, about 28 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.

Current advisory firm

  • CorientSince June 2026St. Petersburg, FL · $165B in regulatory assets

SEC adviser record

Registered since
1998 (28 years)
Designations
Certified Financial Planner, Chartered Financial Consultant
Exams
Series 63, Series 65
Registered in
1 state
Also a broker representative
No
Disclosures on record
Yes, see the SEC record

AtlasMembers

Justin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
2 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.

More at Corient

Every advisor at Corient →Corient: assets, clients and custodians →Corient news, moves and payouts →Financial advisors in St. Petersburg, FL →Every Corient advisor in St. Petersburg →Advisor Moves: who changed firms this week →