Robert Lawrence Meyer

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

• 02/2007 → 12/2020
  The Roosevelt Investment Group, Inc.
  New York City, NY
• 01/2021 → 10/2024
  Roosevelt Investments
  New York, NY
• 01/2022 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 02/2023 → Present
  Corient
  New York, NY
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2021-07-15 → 2024-10-17
  Roosevelt Investments
  Miami, FL
  New York, NY
  New York, NY
  New York, NY
• 1991-09-16 → 2007-03-16
  Ehrlich Meyer Associates, Inc.
  Bedford Hills, NY

Other Businesses

Name of Business: East Side House Settlement Investment-related: Yes Address: 337 Alexander Avenue, Bronx, NY 10454 Nature of Business: Educating Disadvantaged Youth Position: Chairman of the Investment Committee, Member of the Finance Committee Start date: 2014 Hours/Month: 10-20 Hours/Month During Security Trading Hours: 0 Duties: Attend four board meetings per year, about eight committee meetings per year, and events sponsored by ESH to raise funds for charitable activities.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-02

Designations

• Chartered Financial Analyst