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Linsey Nicole Winkler

Corient

Mount Pleasant, SC

CRD 7008547

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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
SC RA APPROVED 2025-08-19
TX RA APPROVED 2023-10-02
  • SC RA
    APPROVED
    Since 2025-08-19
  • TX RA
    APPROVED
    Since 2023-10-02

Branch Locations

Mount Pleasant, SC • 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
Rgt Wealth Advisors Madisonville TN 06/2019 03/2023
Corient Mount Pleasant SC 11/2022 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
Corient Services Llc Miami FL 07/2023 Present
Landmark Bank Columbia MO 08/2016 06/2019
Triad Financial Advisors Greensboro NC 06/2018 08/2018
  • 06/2019 → 03/2023
    Rgt Wealth Advisors
    Madisonville, TN
  • 11/2022 → Present
    Corient
    Mount Pleasant, SC
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 08/2016 → 06/2019
    Landmark Bank
    Columbia, MO
  • 06/2018 → 08/2018
    Triad Financial Advisors
    Greensboro, NC
Designations
  • Certified Financial Planner

View on SEC IAPD

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