Alberto Alejandro Segovia

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 11/2020
  Tiaa-Cref Individual & Institutional Services, Llc
  Coral Gables, FL
• 10/2021 → 11/2024
  Truist Investment Services, Inc
  Atlanta, GA
• 10/2021 → 11/2024
  Truist Advisory
  Atlanta, GA
• 11/2020 → 09/2021
  Unemployed
  San Antonio, TX
• 12/2024 → Present
  Corient Services Llc
  Miami, FL
• 12/2024 → Present
  Corient
  San Antonio, TX

Previous Registrations

• 2021-12-18 → 2024-10-15
  Truist Advisory Services, Inc.
  Dallas, TX
  San Antonio, TX
  Plano, TX
  San Antonio, TX
• 2008-12-01 → 2015-12-15
  Edward Jones
  Tempe, AZ
  Miami Lakes, FL
• 2007-04-23 → 2008-10-03
  Edward Jones
  St Louis, MO
  Laredo, TX

Exams

• S66 Uniform Combined State Law Examination
  2021-12-18

Other Names

• Alberto Alejandro Segovia
• Alberto Alejandro Segovia Diaz