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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| NY | RA | APPROVED | 2023-02-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barrett Asset Management, Llc | New York | NY | 02/2020 | 12/2023 |
| Fiduciary Trust Company International | New York | NY | 06/2013 | 01/2020 |
| Corient | New York | NY | 02/2023 | Present |
| Cipw Service Company, Llc | Toronto | 01/2022 | 07/2023 | |
| Corient Services Llc | Miami | FL | 07/2023 | Present |
| Segall Bryant & Hamill | New York | NY | 11/2023 | Present |
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