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Edwin Wells Beck

Corient

New York, NY

CRD 2542431

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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_RES 2025-01-03
NY RA APPROVED 2023-02-16
  • TX RA
    APPROVED_RES
    Since 2025-01-03
  • NY RA
    APPROVED
    Since 2023-02-16

Branch Locations

101 Park Ave Suite 3100, New York, NY 10178 • 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
Barrett Asset Management, Llc New York NY 04/2011 12/2023
Corient New York NY 02/2023 Present
Cipw Service Company, Llc Toronto 01/2022 07/2023
Corient Services Llc Miami FL 07/2023 Present
Segall Bryant & Hamill New York NY 11/2023 Present
  • 04/2011 → 12/2023
    Barrett Asset Management, Llc
    New York, NY
  • 02/2023 → Present
    Corient
    New York, NY
  • 01/2022 → 07/2023
    Cipw Service Company, Llc
    Toronto
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 11/2023 → Present
    Segall Bryant & Hamill
    New York, NY
Previous Registrations
  • 2023-12-15 → 2025-12-31
    Segall Bryant & Hamill
    New York, NY
    New York, NY
  • 2021-08-31 → 2023-12-06
    Barrett Asset Management, Llc
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-25
  • S63 Uniform Securities Agent State Law Examination
    2000-09-25

View on SEC IAPD

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