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Nicole Halliday Campbell

Corient

Houston, TX

CRD 8015340

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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
TX RA APPROVED 2024-11-27
  • TX RA
    APPROVED
    Since 2024-11-27

Branch Locations

2929 Allen Parkway, Suite 3000, Houston, TX 77019 • 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
Corient Houston TX 06/2024 Present
Corient Services Llc Miami FL 06/2024 Present
Boston Consulting Group Houston TX 09/2019 02/2024
Deloitte Houston TX 10/2015 07/2017
New York University, School School Of Business New York NY 08/2017 06/2019
Unemployed Houston TX 02/2024 06/2024
  • 06/2024 → Present
    Corient
    Houston, TX
  • 06/2024 → Present
    Corient Services Llc
    Miami, FL
  • 09/2019 → 02/2024
    Boston Consulting Group
    Houston, TX
  • 10/2015 → 07/2017
    Deloitte
    Houston, TX
  • 08/2017 → 06/2019
    New York University, School School Of Business
    New York, NY
  • 02/2024 → 06/2024
    Unemployed
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-22
  • S65 Uniform Investment Adviser Law Examination
    2024-11-22

View on SEC IAPD

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PEREA CAPITAL

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John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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