Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in St. Petersburg, FL
Every SEC-registered investment adviser representative at a Corient office in St. Petersburg, A to Z.
13 registered advisors work at Corient in St. Petersburg, out of 655 at the firm nationwide; it ranks number 11 in the city by advisors. 7 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in St. Petersburg, A to Z
Every Corient advisor →- Nichole H. AdamsInvestment adviser rep
- Konstantin BystritskyCertified Financial Planner
- Steven CantilloCertified Financial Planner
- Joseph R. CudaInvestment adviser rep
- Daniel T. GaukelCertified Financial Planner
- Jordan J. GirandaInvestment adviser rep
- Clayton W. HaakInvestment adviser rep
- Christopher R. JayCertified Financial Planner
- Andrew R. LundinCertified Financial Planner
- Aaron M. MotaiCertified Financial Planner
- Justin B. Whelan IIICertified Financial Planner, Chartered Financial Consultant
- Michael D. WikChartered Financial Analyst
- Todd B. YoungsChartered Financial Analyst
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 St. Petersburg
All St. Petersburg advisors →Raymond James & Associates, Inc. 612Raymond James Financial Services Advisors, Inc. 59Morgan Stanley 42Elevate Financial Planning And Wealth Management 39RBC Capital Markets, LLC 21UBS Financial Services Inc. 17LPL Enterprise, LLC 15Dynasty Wealth Management, LLC 14Strategic Advisers LLC 14Ars Wealth Advisors 13Cyndeo Wealth Partners 13Osaic Wealth, Inc. 12
Questions
How many financial advisors does Corient have in St. Petersburg?
13 investment adviser representatives are registered at Corient offices in St. Petersburg, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 7 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in St. Petersburg?
Corient ranks number 11 in St. Petersburg by registered advisors; Raymond James & Associates, Inc. has the most, with 612.
How do I check a Corient advisor in St. Petersburg?
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.