Eric Chen

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

• 02/2016 → 12/2016
  Busey Bank
  Champaign, IL
• 01/2017 → 07/2019
  Creative Planning
  Overland Park, KS
• 08/2012 → 12/2016
  University Of Illinois At Urbana
  Champaign, IL
• 09/2019 → 03/2023
  Regentatlantic
  Morristown, NJ
• 12/2022 → Present
  Corient
  New York, NY
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2019-09-18 → 2023-03-31
  Regentatlantic
  Morristown, NJ
• 2019-04-24 → 2019-07-25
  Creative Planning
  Overland Park, KS

Designations

• Certified Financial Planner