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Daniel Earl Boldon

Corient

Chicago, IL

CRD 5297891

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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
TX RA APPROVED 2025-01-03
IL RA APPROVED 2024-01-31
  • TX RA
    APPROVED
    Since 2025-01-03
  • IL RA
    APPROVED
    Since 2024-01-31

Branch Locations

10 South Wacker Drive, Suite 3100, Chicago, IL 60606 • 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
Corient Chicago IL 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Co Toronto 01/2023 07/2023
Gofen And Glossberg, L.L.C. Chicago IL 01/2021 03/2023
Societe Generale Chicago IL 05/2017 01/2021
Deutsche Bank Chicago IL 10/2014 05/2017
  • 12/2022 → Present
    Corient
    Chicago, IL
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Co
    Toronto
  • 01/2021 → 03/2023
    Gofen And Glossberg, L.L.C.
    Chicago, IL
  • 05/2017 → 01/2021
    Societe Generale
    Chicago, IL
  • 10/2014 → 05/2017
    Deutsche Bank
    Chicago, IL
Designations
  • Certified Financial Planner
Other Names
  • Daniel E Boldon

View on SEC IAPD

Nearby Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC

Nearby Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

More in Chicago, IL

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