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Alyssa Marie Otway

Corient

Wayne, PA

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-11-02
  • PA RA
    APPROVED
    Since 2022-11-02

Branch Locations

485 Devon Park Drive Suite 119, Wayne, PA 19087 • 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
Buck's County District Attorney's Office Doylestown PA 05/2017 08/2017
Penn Mutual Asset Management Horsham PA 05/2018 08/2018
Radnor Financial Advisors Wayne PA 05/2019 08/2019
Temple University Philadelphia PA 08/2016 05/2020
Radnor Financial Advisors Radnor PA 06/2020 03/2023
Corient Wayne PA 11/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 05/2017 → 08/2017
    Buck's County District Attorney's Office
    Doylestown, PA
  • 05/2018 → 08/2018
    Penn Mutual Asset Management
    Horsham, PA
  • 05/2019 → 08/2019
    Radnor Financial Advisors
    Wayne, PA
  • 08/2016 → 05/2020
    Temple University
    Philadelphia, PA
  • 06/2020 → 03/2023
    Radnor Financial Advisors
    Radnor, PA
  • 11/2022 → Present
    Corient
    Wayne, PA
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2020-10-23 → 2023-03-31
    Radnor Financial Advisors, Llc
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-10-23
  • S65 Uniform Investment Adviser Law Examination
    2020-10-23
Designations
Other Names
  • Alyssa Heron
  • Alyssa Marie Heron

View on SEC IAPD

Other Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC
HORNOR, TOWNSEND & KENT, LLC
TODOROW CAPITAL PARTNERS LLC
HARVEST FUND ADVISORS LLC
ACT CAPITAL MANAGEMENT, LLC
FOCUS PARTNERS WEALTH, LLC

Other Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS
Flynn Michael Ryan
DANIEL BROOKS
PETER MASTROMARCO
KENNETH WAYNE LISKEY
Colleen Maura Lotto

Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA

More in Wayne, PA

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