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Financial ADVSR advisor directory · SEC adviser records

Corient financial advisors in Bellevue, WA

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

The short answer

8 registered advisors work at Corient in Bellevue, out of 639 at the firm nationwide; it ranks number 40 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Corient advisors in Bellevue, 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 58Chicago, IL 57Dallas, TX 49Houston, TX 38San Diego, CA 29Boston, MA 28Morristown, NJ 27Seattle, WA 27San Francisco, CA 22Columbus, OH 21Itasca, IL 19Newport Beach, CA 17Wayne, PA 17Atlanta, GA 15Menlo Park, CA 15

Other firms in Bellevue

All Bellevue advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 108Wells Fargo Clearing Services, LLC 86Coldstream Wealth Management 82Equitable Advisors, LLC 78UBS Financial Services Inc. 69Ameriprise Financial Services, LLC 55Morgan Stanley 47Strategic Advisers LLC 44Transamerica Financial Advisors, LLC 37LPL Financial LLC 35Charles Schwab & Co., Inc. 32Oppenheimer & Co. Inc. 28

Questions

How many financial advisors does Corient have in Bellevue?

8 investment adviser representatives are registered at Corient offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 639 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Corient one of the largest advisor employers in Bellevue?

Corient ranks number 40 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 108.

How do I check a Corient advisor in Bellevue?

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.