Douglas Mcmorris Brown

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 08/2022
  Cambridge Investment Research Inc.
  Fairfield, IA
• 06/2020 → 08/2020
  Capital Asset Management Group
  Washington, DC
• 06/2019 → 08/2019
  Capital Asset Management Group
  Washington, DC
• 06/2018 → 08/2018
  Brixmor Property Group
  Conshohocken, PA
• 05/2014 → 06/2018
  Whitemarsh Valley Country Club
  Lafayette Hill, PA
• 08/2016 → 12/2020
  Virginia Tech
  Blacksburg, VA
• 01/2021 → 08/2022
  Capital Asset Management Group
  Washington, PA
• 10/2022 → Present
  Corient
  Mclean, VA
• 08/2022 → 03/2023
  Ci Brightworth Private Wealth
  Charlotte, NC
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2021-11-23 → 2022-08-05
  Capital Investment Advisors
  Washington D.C., DC

Exams

• S66 Uniform Combined State Law Examination
  2021-10-12

Designations

• Certified Financial Planner