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Inactive

Eric Chen

Corient

New York, NY

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2022-12-06
  • NY RA
    APPROVED
    Since 2022-12-06

Branch Locations

101 Park Ave Suite 3100, New York, NY 10178 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Busey Bank Champaign IL 02/2016 12/2016
Creative Planning Overland Park KS 01/2017 07/2019
University Of Illinois At Urbana Champaign IL 08/2012 12/2016
Regentatlantic Morristown NJ 09/2019 03/2023
Corient New York NY 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 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

View on SEC IAPD

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ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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