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Katelynn Starr Bresler

Corient

Denver, CO

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Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-10-01
  • CO RA
    APPROVED
    Since 2024-10-01

Branch Locations

200 Clayton Street Suite 300, Denver, CO 80206 • 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
Socius Family Office, Llc Ft. Lauderdale FL 01/2023 08/2024
Unemployed Plantation FL 05/2020 12/2020
Enterprise Ft. Lauderdale FL 06/2019 05/2020
Rhodes Student Associate Program Memphis TN 05/2015 08/2018
Chick-Fil-A Plantation FL 08/2015 05/2019
Rhodes College Memphis TN 08/2015 05/2019
Socius Family Office, Llc Ft. Lauderdale FL 12/2020 12/2022
Corient Denver CO 06/2024 Present
Corient Services Llc Miami FL 06/2024 Present
  • 01/2023 → 08/2024
    Socius Family Office, Llc
    Ft. Lauderdale, FL
  • 05/2020 → 12/2020
    Unemployed
    Plantation, FL
  • 06/2019 → 05/2020
    Enterprise
    Ft. Lauderdale, FL
  • 05/2015 → 08/2018
    Rhodes Student Associate Program
    Memphis, TN
  • 08/2015 → 05/2019
    Chick-Fil-A
    Plantation, FL
  • 08/2015 → 05/2019
    Rhodes College
    Memphis, TN
  • 12/2020 → 12/2022
    Socius Family Office, Llc
    Ft. Lauderdale, FL
  • 06/2024 → Present
    Corient
    Denver, CO
  • 06/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2023-01-13 → 2024-08-08
    Socius Family Office, Llc
    Fort Lauderdale, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-09
  • S65 Uniform Investment Adviser Law Examination
    2022-12-09
Other Names
  • Katelynn S Bresler

View on SEC IAPD

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Other Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO

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