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Financial ADVSR advisor directory · SEC adviser records

Corient financial advisors in Shaker Heights, OH

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

6 registered advisors work at Corient in Shaker Heights, out of 655 at the firm nationwide; it ranks number 3 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Corient advisors in Shaker Heights, 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 Shaker Heights

All Shaker Heights advisors →

Lincoln Investment 9Capital Advisors, Ltd., LLC 7Capital Analysts 5Strategic Advisers LLC 3

Questions

How many financial advisors does Corient have in Shaker Heights?

6 investment adviser representatives are registered at Corient offices in Shaker Heights, Ohio, 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 Shaker Heights?

Corient ranks number 3 in Shaker Heights by registered advisors; Lincoln Investment has the most, with 9.

How do I check a Corient advisor in Shaker Heights?

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.