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Andrew Kapyrin

Corient

Morristown, NJ

CRD 5213898

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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
NY RA APPROVED 2023-11-21
NJ RA APPROVED 2023-03-31
  • NY RA
    APPROVED
    Since 2023-11-21
  • NJ RA
    APPROVED
    Since 2023-03-31

Branch Locations

60 Columbia Road Building A, Morristown, NJ 07960 • 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
Cipw Service Company, Llc Toronto 01/2022 07/2023
Regentatlantic Morristown NJ 10/2008 03/2023
Corient Morristown NJ 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
  • 01/2022 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 10/2008 → 03/2023
    Regentatlantic
    Morristown, NJ
  • 12/2022 → Present
    Morristown, NJ
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2008-12-18 → 2023-03-31
    Regentatlantic
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-10-20
  • S66 Uniform Combined State Law Examination
    2006-10-20
Other Names
  • Andrey Mikhailovich Kapyrin

View on SEC IAPD

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