Best Investors Account Sign in
Inactive

Benjamin Bluman

Corient

Chicago, IL

CRD 7310632

Claim This Profile
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:

Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-23
  • IL RA
    APPROVED
    Since 2026-06-23

Branch Locations

10 S Wacker Dr Suite 3100, Chicago, IL 60606 • 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
Vivaldi Capital Management Lp Chicago IL 07/2022 06/2026
Full Time Education Deerfield IL 04/2014 05/2018
Full Time Education Champaign IL 05/2018 05/2022
Unemployed Deerfield IL 05/2022 07/2022
Corient Chicago IL 06/2026 Present
  • 07/2022 → 06/2026
    Vivaldi Capital Management Lp
    Chicago, IL
  • 04/2014 → 05/2018
    Full Time Education
    Deerfield, IL
  • 05/2018 → 05/2022
    Full Time Education
    Champaign, IL
  • 05/2022 → 07/2022
    Unemployed
    Deerfield, IL
  • 06/2026 → Present
    Chicago, IL
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Benjamin Eli Bluman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Chicago, IL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor