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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bessemer Trust Company | New York | NY | 10/2011 | 01/2019 |
| Unemployed | New York | NY | 01/2019 | 06/2019 |
| Geller Advisors Llc | New York | NY | 06/2019 | 03/2025 |
| Corient | New York | NY | 01/2025 | Present |
| Corient Services Llc | Miami | FL | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-26 |
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