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Eileen Marie Stevens

Corient

New York, NY

CRD 6204449

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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
NJ RA APPROVED 2023-01-30
NY RA APPROVED 2022-12-13
  • NJ RA
    APPROVED
    Since 2023-01-30
  • NY RA
    APPROVED
    Since 2022-12-13

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
Abacus Planning Group Columbia SC 06/2014 12/2019
Regentatlantic Morristown NJ 01/2020 03/2023
Corient New York NY 12/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 06/2014 → 12/2019
    Abacus Planning Group
    Columbia, SC
  • 01/2020 → 03/2023
    Regentatlantic
    Morristown, NJ
  • 12/2022 → Present
    Corient
    New York, NY
  • 07/2023 → Present
    Corient Services Llc
    Miami, FL
  • 01/2023 → 07/2023
    Cipw Service Company, Llc
    Toronto
Previous Registrations
  • 2020-01-10 → 2023-03-31
    Regentatlantic
    New York, NY
    Morristown, NJ
    New York, NY
  • 2016-10-26 → 2020-02-05
    Abacus Planning Group, Inc.
    Columbia, SC
    New York, NY
    Columbia, SC
Designations
  • Certified Financial Planner
Other Names
  • Eileen M Stevens

View on SEC IAPD

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