Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Ohio
Every SEC-registered investment adviser representative at a Corient office in Ohio, by city and A to Z.
The short answer
30 registered advisors work at Corient in Ohio, out of 639 nationwide; it's the firm's number 7 state by advisors, and the most are in Columbus (21). 17 list the CFP designation and 0 are also registered broker representatives.
Corient advisors by city in Ohio
Every firm in Ohio →Corient advisors in Ohio, A to Z
Search by name →- Trevor J. AllburnShaker Heights · Certified Financial Planner
- Aaron T. ArmstrongColumbus · Certified Financial Planner, Chartered Financial Analyst
- Brent T. BodenCincinnati · Certified Financial Planner, Chartered Financial Consultant
- Sonia BrinkmanColumbus
- Daniel L. DueColumbus · Certified Financial Planner
- Grace R. FlesherColumbus · Certified Financial Planner
- Nolan GladieuxColumbus · Chartered Financial Analyst
- Greg A. GoldfederShaker Heights · Chartered Financial Analyst
- Olivia HerzogColumbus
- Madeline K. HobbsColumbus · Certified Financial Planner
- Christine L. JemisonShaker Heights
- Nicholas J. KarsatosColumbus · Certified Financial Planner
- Scott R. KidwellColumbus · Certified Financial Planner
- Jessica A. LeeColumbus
- Scott A. MaibergerColumbus
- Gary J. MarcinickColumbus
- John P. McHughColumbus · Certified Financial Planner
- Ryan K. MurrayCincinnati · Certified Financial Planner
- William D. ProperShaker Heights
- Ronald L. Quaranta IIIShaker Heights · Chartered Financial Analyst
- Kyle RadabaughColumbus · Certified Financial Planner
- Jamie L. RizerColumbus · Certified Financial Planner
- Edward G. Rountree Jr.Cincinnati · Certified Financial Planner, Chartered Financial Analyst
- John D. SchumanColumbus · Certified Financial Planner
- Eric G. ShislerColumbus · Chartered Financial Analyst
- Isaiah S. StidhamColumbus · Certified Financial Planner
- Jeffrey E. SuchyColumbus · Certified Financial Planner
- Terence C. SullivanShaker Heights
- Matthew R. UllmerColumbus
- Kevin W. WuebkerColumbus · Certified Financial Planner
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 62Florida 42Washington 35Massachusetts 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 Ohio?
30 investment adviser representatives are registered at Corient offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 639 at the firm nationwide. 17 list the CFP designation and 0 are also registered as broker representatives.
Where in Ohio does Corient have the most advisors?
Columbus, with 21, then Shaker Heights (6). Corient has advisors in 3 cities in Ohio.
How do I check a Corient advisor in Ohio?
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.