Ian T Harvey

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

• 10/2019 → 05/2022
  Bridgewater Advisors, Inc.
  New York, NY
• 04/2015 → 06/2018
  Sontag Advisory
  New York, NY
• 06/2018 → 10/2019
  Financial Asset Management Corp.
  New York, NY
• 05/2022 → 03/2023
  Regentatlantic
  New York, NY
• 12/2022 → Present
  Corient
  Morristown, NJ
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2022-06-09 → 2023-03-31
  Regentatlantic
  Morristown, NJ
• 2021-08-24 → 2022-08-25
  Bridgewater Advisors Inc.
  New York, NY
• 2013-04-15 → 2015-04-20
  Rockwood Wealth Management, Llc
  New Hope, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-12

Designations

• Certified Financial Planner