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Inactive

Michael James Klinger

Corient

Morristown, NJ

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Current Employers
Corient

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-03-31
  • NJ RA
    APPROVED
    Since 2023-03-31

Branch Locations

60 Columbia Road Building A, Suite 300, Morristown, NJ 07960 • 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
Gregory E. Lazicky, Cpa Branchburg NJ 11/2017 06/2019
Morgan Stanley Smith Barney Llc New Brunswick NJ 05/2019 06/2019
Institute Of Technology, Carlow Carlow 09/2016 11/2017
Unemployed Franklin Park NJ 05/2016 09/2016
Morgan Stanley New Brunswick NJ 06/2019 02/2021
Morgan Stanley Private Bank, N.A New York NY 07/2019 02/2021
Regentatlantic Morristown NJ 02/2021 03/2023
Corient Morristown NJ 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 11/2017 → 06/2019
    Gregory E. Lazicky, Cpa
    Branchburg, NJ
  • 05/2019 → 06/2019
    Morgan Stanley Smith Barney Llc
    New Brunswick, NJ
  • 09/2016 → 11/2017
    Institute Of Technology, Carlow
    Carlow
  • 05/2016 → 09/2016
    Unemployed
    Franklin Park, NJ
  • 06/2019 → 02/2021
    Morgan Stanley
    New Brunswick, NJ
  • 07/2019 → 02/2021
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 02/2021 → 03/2023
    Regentatlantic
    Morristown, NJ
  • 12/2022 → Present
    Corient
    Morristown, NJ
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2021-02-25 → 2023-03-31
    Regentatlantic
    Morristown, NJ
  • 2019-06-07 → 2021-03-02
    Morgan Stanley
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-06
  • S66 Uniform Combined State Law Examination
    2019-05-06
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ
HIMCO, LLC · MORRISTOWN, NJ

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