Financial ADVSR advisor directory · SEC adviser records
Corient financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a Corient office in San Antonio, A to Z.
11 registered advisors work at Corient in San Antonio, out of 655 at the firm nationwide; it ranks number 34 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Corient advisors in San Antonio, A to Z
Every Corient advisor →- Adrian DevotoInvestment adviser rep
- Bradford T. HardyCertified Financial Planner
- John M. HennessyInvestment adviser rep
- John L. Kauth IIIInvestment adviser rep
- Isidoro KorngoldInvestment adviser rep
- Kenneth M. KorngoldInvestment adviser rep
- Alfredo LarosaInvestment adviser rep
- Charles D. Lutz IIIInvestment adviser rep
- Howard H. LutzInvestment adviser rep
- Fernanda NovaesInvestment adviser rep
- Alberto A. SegoviaInvestment 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 San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 129Merrill Lynch, Pierce, Fenner & Smith Incorporated 124Frost Investment Services 91LPL Financial LLC 87Morgan Stanley 84Victory Capital Management Inc. 63Capital Client Group, Inc. 60Edward Jones 57Strategic Advisers LLC 57Ameriprise Financial Services, LLC 51Usaa Investment Services Company 44State Farm Investment Management Corp. 43
Questions
How many financial advisors does Corient have in San Antonio?
11 investment adviser representatives are registered at Corient offices in San Antonio, Texas, 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 San Antonio?
Corient ranks number 34 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 129.
How do I check a Corient advisor in San Antonio?
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.