Noah Joseph Petrucci

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:

Current Employers

Corient

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

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2026-08-06

ME RA
APPROVED

Since 2026-08-06

Branch Locations

1 City Center, Portland, ME 04101 • 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

Organization	City	State	From	To
Hm Payson	Portland	ME	05/2019	07/2026
Corient	Portland	ME	07/2026	Present
Lord Abbett & Co	Jersey City	NJ	09/2012	09/2018
Unemployed	Portland	ME	09/2018	05/2019

05/2019 → 07/2026

Hm Payson

Portland, ME
07/2026 → Present

Corient

Portland, ME
09/2012 → 09/2018

Lord Abbett & Co

Jersey City, NJ
09/2018 → 05/2019

Unemployed

Portland, ME

Other Businesses

I have been on the investment committees for the Portland Museum of Art and the Maine Audubon for several years now. My best estimate of my tenure is a start date of 1/1/2023 for both. On these committees, I help oversee the investment managers who manage the endowments. I have also held this type of position, and other positions in other charitable organizations, in the past – but these two entities are the only ones I am currently involved with.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1993-12-09

S63 Uniform Securities Agent State Law Examination

1993-12-09

Designations

Chartered Financial Analyst

View on SEC IAPD