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Sean Patrick Stannard-Stockton

Corient

San Francisco, CA

CRD 4390296

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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
CA RA APPROVED 2024-11-08
  • CA RA
    APPROVED
    Since 2024-11-08

Branch Locations

555 Mission St, Suite 3325, San Francisco, CA 94105 • 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
Ensemble Capital Management, Llc San Francisco CA 01/2004 11/2024
Corient San Francisco CA 11/2024 Present
Corient Services Llc Miami FL 11/2024 Present
  • 01/2004 → 11/2024
    Ensemble Capital Management, Llc
    San Francisco, CA
  • 11/2024 → Present
    Corient
    San Francisco, CA
  • 11/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2024-01-29 → 2024-11-13
    Ensemble Capital Management, Llc
    San Francisco, CA
Designations
  • Chartered Financial Analyst
Other Names
  • Sean Patrick Stannardfriel

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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