Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Corient office in Cincinnati, A to Z.
3 registered advisors work at Corient in Cincinnati, out of 655 at the firm nationwide; it ranks number 98 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in Cincinnati, A to Z
Every Corient advisor →- Brent T. BodenCertified Financial Planner, Chartered Financial Consultant
- Ryan K. MurrayCertified Financial Planner
- Edward G. Rountree Jr.Certified Financial Planner, Chartered 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 Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Corient have in Cincinnati?
3 investment adviser representatives are registered at Corient offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.
Is Corient one of the largest advisor employers in Cincinnati?
Corient ranks number 98 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Corient advisor in Cincinnati?
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.