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Financial ADVSR advisor directory · SEC adviser records

Corient financial advisors in Sewickley, PA

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

4 registered advisors work at Corient in Sewickley, out of 655 at the firm nationwide; it ranks number 17 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Corient advisors in Sewickley, A to Z

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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 Sewickley

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Morgan Stanley 34Merrill Lynch, Pierce, Fenner & Smith Incorporated 25RBC Capital Markets, LLC 25Bill Few Associates, Inc. 19LPL Financial LLC 19Stratos Wealth Partners, Ltd. 17Fragasso Wealth Advisors 15UBS Financial Services Inc. 11Ameriprise Financial Services, LLC 9Osaic Wealth, Inc. 9Wells Fargo Clearing Services, LLC 9Fifth Third Wealth Advisors LLC 8

Questions

How many financial advisors does Corient have in Sewickley?

4 investment adviser representatives are registered at Corient offices in Sewickley, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 655 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Corient one of the largest advisor employers in Sewickley?

Corient ranks number 17 in Sewickley by registered advisors; Morgan Stanley has the most, with 34.

How do I check a Corient advisor in Sewickley?

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.