Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Florida
Every SEC-registered investment adviser representative at a Corient office in Florida, by city and A to Z.
42 registered advisors work at Corient in Florida, out of 639 nationwide; it's the firm's number 5 state by advisors, and the most are in St. Petersburg (13). 12 list the CFP designation and 0 are also registered broker representatives.
Corient advisors by city in Florida
Every firm in Florida →St. Petersburg 13Miami 6Weston 5Jupiter 4Naples 4St Petersburg 3Ft. Lauderdale 2Fort Lauderdale 1Hobe Sound 1Nokomis 1Saint Petersburg 1Tequesta 1
Corient advisors in Florida, A to Z
Search by name →- Nichole H. AdamsSt. Petersburg
- Mark J. BaniewiczFt. Lauderdale · Certified Financial Planner
- Joshua H. BarditchMiami
- Barbara C. BilelloMiami
- Eric S. BodnerMiami
- Lorin B. Bridge Jr.St Petersburg
- Kevin W. BrownWeston
- Charles A. BryantNaples
- Christopher J. BurkeHobe Sound
- William P. BushJupiter
- Konstantin BystritskySt. Petersburg · Certified Financial Planner
- Steven CantilloSt. Petersburg · Certified Financial Planner
- Matthew P. CassanoFt. Lauderdale
- Joseph R. CudaSt. Petersburg
- Michael R. DiamondJupiter
- William B. GamsonMiami
- Daniel T. GaukelSt. Petersburg · Certified Financial Planner
- Jordan J. GirandaSt. Petersburg
- Paris M. GriffinSaint Petersburg · Certified Financial Planner
- Corey G. GrossFort Lauderdale
- Clayton W. HaakSt. Petersburg
- Scot L. HunterWeston
- Christopher R. JaySt. Petersburg · Certified Financial Planner
- Christopher KellerSt Petersburg
- Gregg S. KonopaskeTequesta · Certified Financial Planner
- Andrew R. LundinSt. Petersburg · Certified Financial Planner
- Keith W. MinogueNaples
- Aaron M. MotaiSt. Petersburg · Certified Financial Planner
- Tayler M. MullenMiami
- John S. PaolellaJupiter
- Mark H. RenzJupiter · Chartered Financial Analyst
- Jeffrey R. RodeNaples · Chartered Financial Analyst
- Patrick ShepherdSt Petersburg
- Jeffrey L. SlepianNaples
- Daniel J. SobolNokomis
- Michael R. SteinerWeston · Certified Financial Planner
- Keith D. StoloffWeston
- George D. SuarezWeston
- Justin B. Whelan IIISt. Petersburg · Certified Financial Planner, Chartered Financial Consultant
- Michael D. WikSt. Petersburg · Chartered Financial Analyst
- Kurt J. WittmeyerMiami · Certified Financial Planner
- Todd B. YoungsSt. Petersburg · Chartered Financial Analyst
Corient advisors in every state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →
Corient in other states
Texas 105California 85Illinois 77New York 62Washington 35Ohio 30Massachusetts 28New Jersey 28Pennsylvania 24Georgia 15Maine 15Oklahoma 15Indiana 13North Carolina 13Tennessee 13Colorado 10Michigan 8Utah 4Arkansas 3Arizona 3Connecticut 3
Questions
How many Corient financial advisors are in Florida?
42 investment adviser representatives are registered at Corient offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 639 at the firm nationwide. 12 list the CFP designation and 0 are also registered as broker representatives.
Where in Florida does Corient have the most advisors?
St. Petersburg, with 13, then Miami (6). Corient has advisors in 12 cities in Florida.
How do I check a Corient advisor in Florida?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Corient office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.