Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Corient office in Atlanta, A to Z.
17 registered advisors work at Corient in Atlanta, out of 655 at the firm nationwide; it ranks number 55 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Atlanta, A to Z
Every Corient advisor →- Christopher L. BolandCertified Financial Planner
- Matthew A. BroomInvestment adviser rep
- Lisa L. BrownCertified Financial Planner
- Nathaniel D. CorbittCertified Financial Planner, Chartered Financial Analyst
- Annika F. CushnieCertified Financial Planner
- Michael R. DewittChartered Financial Analyst
- Ryan A. HalpernCertified Financial Planner, Personal Financial Specialist
- Charles L. Jordan IVCertified Financial Planner
- Katherine A. LidlCertified Financial Planner
- Thomas D. MasonInvestment adviser rep
- Kevin J. McCallCertified Financial Planner
- Joshua L. MonroeCertified Financial Planner, Chartered Financial Consultant
- Rhett C. MouchetCertified Financial Planner
- Thomas C. PresleyCertified Financial Planner, Personal Financial Specialist
- Patricia D. SklarCertified Financial Planner, Chartered Financial Analyst
- Amanda S. ValentiCertified Financial Planner
- Michael J. ZollerInvestment adviser rep
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 20Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17Tulsa, OK 16
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 449Merrill Lynch, Pierce, Fenner & Smith Incorporated 282J.P. Morgan Securities LLC 175Truist Advisory Services, Inc. 151UBS Financial Services Inc. 148Rockefeller Financial LLC 143Advisory Services Network 121Hb Wealth 110Openarc Corporate Advisory, LLC 106Raymond James & Associates, Inc. 88Wells Fargo Clearing Services, LLC 87Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Corient have in Atlanta?
17 investment adviser representatives are registered at Corient offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Atlanta?
Corient ranks number 55 in Atlanta by registered advisors; Morgan Stanley has the most, with 449.
How do I check a Corient advisor in Atlanta?
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.