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Michael Carl Theesfeld

Corient

New York, NY

CRD 6399850

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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 2023-04-12
NY RA APPROVED 2022-12-12
TX RA APPROVED 2022-12-12
  • NJ RA
    APPROVED
    Since 2023-04-12
  • NY RA
    APPROVED
    Since 2022-12-12
  • TX RA
    APPROVED
    Since 2022-12-12

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated New York NY 09/2014 11/2021
Kore Private Wealth, Llc New York NY 11/2021 03/2023
Corient New York NY 11/2022 Present
Corient Services Llc Miami FL 07/2023 Present
Cipw Service Company, Llc Toronto 01/2023 07/2023
  • 09/2014 → 11/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    New York, NY
  • 11/2021 → 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-19
  • S66 Uniform Combined State Law Examination
    2014-12-19

View on SEC IAPD

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