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Corient CRD 319448
$165B regulatory AUM 506 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-21 |
| NJ | RA | APPROVED | 2023-01-10 |
| NY | RA | APPROVED | 2022-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regentatlantic | Morristown | NJ | 01/2001 | 03/2023 |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient | New York | NY | 12/2022 | Present |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
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