Investment adviser representative · Corient
Olivia Herzog
CRD 7389141 · Columbus, OH
At a glance
Olivia Herzog is an investment adviser representative with Corient in Columbus, OH, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Olivia’s SEC record dates to 2022, about 4 years ago.
Current advisory firm
- CorientSince January 2024Columbus, OH · $165B in regulatory assets
SEC adviser record
- Registered since
- 2022 (4 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Olivia’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
- 1 firmLocked
- 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
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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.