Tyrell Blake Marchant

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

• 03/2015 → 06/2017
  Zions Capital Advisors
  Salt Lake City, UT
• 06/2017 → 01/2024
  Lpl Financial Llc
  Salt Lake City, UT
• 03/2015 → 01/2024
  Zions Direct
  Salt Lake City, UT
• 01/2024 → Present
  Corient
  Salt Lake City, UT
• 01/2024 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2017-06-30 → 2024-02-21
  Lpl Financial Llc
  Salt Lake City, UT
  West Jordan, UT
• 2015-03-23 → 2017-07-05
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
  Salt Lake City, UT
• 2013-06-05 → 2014-11-10
  Zions Capital Advisors, Inc.
  Salt Lake City, UT
• 2012-08-13 → 2012-10-15
  Securian Financial Services, Inc.
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2012-07-31

Other Names

• Ty Marchant
• Tyrell Marchant