Robert Drew Bodner

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

• 05/2022 → 06/2024
  Checchi Capital Advisers
  Los Angeles, CA
• 05/2021 → 08/2021
  Green Harvest Asset Management
  New York, NY
• 08/2020 → 05/2022
  University Of Southern California, Mba Program
  Los Angeles, CA
• 02/2017 → 08/2020
  Endeavor
  Beverly Hills, CA
• 08/2016 → 12/2016
  Creative Artist Agency
  Los Angeles, CA
• 01/2017 → 02/2017
  Unemployed
  New York, NY
• 07/2024 → Present
  Corient
  Los Angeles, CA
• 07/2024 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2022-07-12 → 2024-06-18
  Checchi Capital Advisers, Llc
  Beverly Hills, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-12

Other Names

• Robby Bodner