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Financial ADVSR advisor directory · SEC adviser records

Corient financial advisors in New York

Every SEC-registered investment adviser representative at a Corient office in New York, by city and A to Z.

62 registered advisors work at Corient in New York, out of 639 nationwide; it's the firm's number 4 state by advisors, and the most are in New York (58). 20 list the CFP designation and 0 are also registered broker representatives.

Corient advisors by city in New York

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New York 58Garden City 4

Corient advisors in New York, A to Z

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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 77Florida 42Washington 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 New York?

62 investment adviser representatives are registered at Corient offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 639 at the firm nationwide. 20 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Corient have the most advisors?

New York, with 58, then Garden City (4). Corient has advisors in 2 cities in New York.

How do I check a Corient advisor in New York?

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.