Robert David Wedeking

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

• 04/2012 → Present
  Geller Advisors Llc
  New York, NY
• 01/2025 → Present
  Corient
  New York, NY
• 01/2025 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2021-09-02 → 2025-03-28
  Geller Advisors Llc
  New York, NY

Other Businesses

Override SF LLC. This is a private charter-fishing business. Member in LLC. Non-investment business. Start Date: January 2021 3-5 hours per month; all time is outside of business hours in the evening. I review the books and records and coordinate activities with the captain and boat.

Designations

• Chartered Financial Analyst

Other Names

• Robert Wedeking