Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Portland, ME
Every SEC-registered investment adviser representative at a Corient office in Portland, A to Z.
13 registered advisors work at Corient in Portland, out of 655 at the firm nationwide; it ranks number 8 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Portland, A to Z
Every Corient advisor →- John S. BeliveauCertified Financial Planner, Chartered Financial Analyst
- Samuel E. BurgoyneInvestment adviser rep
- Christine B. EmersonCertified Financial Planner
- James O. FlowerCertified Financial Planner
- Colin GreeningInvestment adviser rep
- Timothy P. GriffinInvestment adviser rep
- David R. HinesChartered Financial Analyst
- Normand C. JordanChartered Financial Analyst
- Noah J. PetrucciChartered Financial Analyst
- Thomas M. PierceInvestment adviser rep
- Margaret C. ReinfriedCertified Financial Planner
- Peter E. RobbinsChartered Financial Analyst
- Camille K. WhiteInvestment 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 20Atlanta, GA 17Menlo Park, CA 17Newport Beach, CA 17Wayne, PA 17
Other firms in Portland
All Portland advisors →Morgan Stanley 39UBS Financial Services Inc. 32Strategic Advisers LLC 28Ameriprise Financial Services, LLC 22R M Davis Inc. 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 16RBC Capital Markets, LLC 16Raymond James & Associates, Inc. 13Td Private Client Wealth LLC 11Old Port Advisors 10Portland Global Advisors LLC 10Raymond James Financial Services Advisors, Inc. 10
Questions
How many financial advisors does Corient have in Portland?
13 investment adviser representatives are registered at Corient offices in Portland, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Portland?
Corient ranks number 8 in Portland by registered advisors; Morgan Stanley has the most, with 39.
How do I check a Corient advisor in Portland?
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.