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Matthew Thiel Kishlansky

Corient

Boston, MA

CRD 4467161

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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
MA RA APPROVED 2025-09-30
  • MA RA
    APPROVED
    Since 2025-09-30

Branch Locations

1 Post Office Square Suite 2400, Boston, MA 02109 • 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
Gentrust Llc Maimi FL 11/2014 08/2025
Corient Services Llc Miami FL 08/2025 Present
Corient Boston MA 08/2025 Present
  • 11/2014 → 08/2025
    Gentrust Llc
    Maimi, FL
  • 08/2025 → Present
    Corient Services Llc
    Miami, FL
  • 08/2025 → Present
    Boston, MA
Previous Registrations
  • 2024-05-10 → 2025-07-15
    Miami, FL
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 2010-09-27
  • S65 Uniform Investment Adviser Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2010-09-27
Other Names
  • Matt Thiel Kishlansky

View on SEC IAPD

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