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Financial ADVSR advisor directory · SEC adviser records

Corient financial advisors in Miami, FL

Every SEC-registered investment adviser representative at a Corient office in Miami, A to Z.

6 registered advisors work at Corient in Miami, out of 655 at the firm nationwide; it ranks number 62 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Corient advisors in Miami, A to Z

Every Corient advisor →

Corient advisors in every city and state →Corient: assets, clients and custodians →Corient news and advisor moves →Advisor Moves: who changed firms this week →

Corient advisors in other cities

New York, NY 62Chicago, IL 59Dallas, TX 49Houston, TX 40San Diego, CA 29Boston, MA 28Seattle, WA 28Morristown, NJ 27Columbus, OH 22San Francisco, CA 22Itasca, IL 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17

Other firms in Miami

All Miami advisors →

Morgan Stanley 414J.P. Morgan Securities LLC 401Merrill Lynch, Pierce, Fenner & Smith Incorporated 272Citigroup Global Markets Inc. 231Insigneo Advisory Services, LLC 144UBS Financial Services Inc. 140Sanctuary Advisors, LLC 64Raymond James & Associates, Inc. 56Equitable Advisors, LLC 52Bbva Global Wealth Advisors, Inc. 40Efg Private Wealth Management (Americas) Corp. 40Hsbc Securities (USA) Inc. 36

Questions

How many financial advisors does Corient have in Miami?

6 investment adviser representatives are registered at Corient offices in Miami, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Corient one of the largest advisor employers in Miami?

Corient ranks number 62 in Miami by registered advisors; Morgan Stanley has the most, with 414.

How do I check a Corient advisor in Miami?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.