Thomas David Cordovano

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

• 05/2015 → 07/2023
  La Ferla Group Llc
  Garden City, NY
• 05/2015 → 03/2023
  Purshe Kaplan Sterling Investments
  Albany, NY
• 05/2023 → Present
  Corient
  Garden City, NY
• 05/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 07/2023 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2022-06-15 → 2023-08-03
  La Ferla Group Llc
  Garden City, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-08
• S63 Uniform Securities Agent State Law Examination
  1985-05-10

Designations

• Certified Financial Planner

Other Names

• Thomas D Cordovano
• Thomas David Cordovano
• Thomas D. Cordovano