Chad Albert Jaffee

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

• 04/2016 → 06/2019
  Lenox Wealth Advisors
  New York, NY
• 04/2016 → 05/2018
  Mml Investor Services
  New York, NY
• 07/2019 → 03/2023
  Kore Private Wealth, Llc
  New York, NY
• 11/2022 → Present
  Corient
  New York, NY
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto

Previous Registrations

• 2021-08-17 → 2023-03-31
  Kore Private Wealth, Llc
  New York, NY

Other Businesses

Vanilla Customer Advisor Board; Investment-related - Yes; Address - Salt Lake City, UT; Nature of business - Estate planning schematics; Position - Customer Advisory Board; Start date - May 2024; Hours per month - 5; Hours during securities trading hours - 2; Duties - Help improve the offering and provide feedback.

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-12-09

Designations

• Certified Financial Planner

Other Names

• Chad Albert Jaffee
• Chad Albert Jaffee