Sandeep Kumar Tiwari

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → 05/2019
  Western Research And Management, Llc
  Fort Worth, TX
• 04/2026 → Present
  Corient Services Llc
  Miami, FL
• 04/2026 → Present
  Corient
  Houston, TX
• 07/2022 → 10/2025
  Broadway National Bank
  San Antonio, TX
• 05/2019 → 06/2022
  Western Commerce Group Llc
  Fort Worth, TX
• 11/2025 → 03/2026
  Unemployed
  San Antonio, TX

Previous Registrations

• 2012-08-13 → 2019-05-02
  Western Research And Management, L.L.C.
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-12

Designations

• Chartered Financial Analyst