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Charles Alfred Bryant

Corient

Naples, FL

Chicago, IL

CRD 1830538

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-07-06
IL RA APPROVED 2023-03-31
  • FL RA
    APPROVED
    Since 2023-07-06
  • IL RA
    APPROVED
    Since 2023-03-31

Branch Locations

1415 Panther Ln Suite 142, Naples, FL 34109 • United States

10 South Wacker Drive, Suite 3100, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Segall Bryant & Hamill Chicago IL 10/1994 Present
Corient Chicago IL 03/2023 Present
Corient Services Llc Miami FL 01/2024 Present
  • 10/1994 → Present
    Segall Bryant & Hamill
    Chicago, IL
  • 03/2023 → Present
    Corient
    Chicago, IL
  • 01/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-11-29
  • S65 Uniform Investment Adviser Law Examination
    1993-11-29

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

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