Nan M Nge

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

• 06/2022 → 08/2022
  Truist Investment Services, Inc.
  Atlanta, GA
• 01/2020 → 06/2020
  University Of Florida Department Of Housing
  Gainesville, FL
• 05/2020 → 07/2021
  Rapid Business Plans
  Jacksonville, FL
• 08/2019 → 05/2023
  University Of Florida
  Gainesville, FL
• 08/2015 → 05/2019
  Atlantic Coast High School
  Jacksonville, FL
• 06/2018 → 04/2019
  Hollister Co.
  Jacksonville, FL
• 07/2023 → 08/2024
  Truist Investment Services, Inc
  Atlanta, GA
• 12/2023 → 08/2024
  Truist Advisory Services, Inc
  Atlanta, GA
• 08/2024 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bellevue, WA
• 12/2017 → 12/2018
  Kuman Math An Reading Center Of Ja
  Jacksonville, FL
• 01/2023 → 04/2023
  Ruffalo Noel Levitz
  Gainesville, FL
• 11/2024 → 05/2025
  Bank Of America, N.A.
  Bellevue, WA
• 05/2025 → Present
  Corient
  Seattle, WA
• 05/2025 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2024-09-06 → 2025-05-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Seattle, WA
  Bellevue, WA
• 2023-12-04 → 2024-08-20
  Truist Advisory Services, Inc.
  Atlanta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-30
• S63 Uniform Securities Agent State Law Examination
  2023-10-02

Other Names

• Laura Nge
• Nan Myat Noe Nge