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Cameron Dunn

Corient

Boston, MA

CRD 7390322

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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
MA RA APPROVED 2025-07-21
  • MA RA
    APPROVED
    Since 2025-07-21

Branch Locations

1 Post Office Square Suite 2400, Boston, MA 02109 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 07/2022 03/2025
Merril Lynch, Pierce, Fenner & Smith Incorporated Boston MA 06/2021 08/2021
Dpss Law Firm Atlanta GA 03/2020 07/2020
Newburyport High School Newburyport MA 06/2014 06/2018
Pennsylvania State University State College PA 08/2018 05/2022
Corient Boston MA 03/2025 Present
Corient Services Llc Boston MA 03/2025 Present
  • 07/2022 → 03/2025
    Boston, MA
  • 06/2021 → 08/2021
    Merril Lynch, Pierce, Fenner & Smith Incorporated
    Boston, MA
  • 03/2020 → 07/2020
    Dpss Law Firm
    Atlanta, GA
  • 06/2014 → 06/2018
    Newburyport High School
    Newburyport, MA
  • 08/2018 → 05/2022
    Pennsylvania State University
    State College, PA
  • 03/2025 → Present
    Boston, MA
  • 03/2025 → Present
    Corient Services Llc
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2022-10-03
Other Names
  • Cameron W Dunn

View on SEC IAPD

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