Joshua Hunter Barditch

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

• 05/2020 → 04/2022
  Merrill Lynch
  Miami, FL
• 05/2015 → 05/2020
  Florida International University
  Miami, FL
• 06/2019 → 08/2019
  Merrill Lynch
  Miami, FL
• 09/2017 → 06/2018
  Prager Metis Cpa'S Llc
  Coral Gables, FL
• 05/2022 → 06/2026
  Capital Advisors, Inc.
  Tulsa, OK
• 06/2026 → Present
  Corient Services Llc
  Miami, FL
• 06/2026 → Present
  Corient
  Miami, FL

Previous Registrations

• 2022-05-23 → 2024-11-25
  Capital Advisors, Inc.
  Frisco, TX
• 2020-09-11 → 2022-04-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
  New York, NY
  Pinecrest, FL
  Key Biscayne, FL
  Pinecrest, FL
  Pinecrest, FL
  Key Biscayne, FL
  Miami, FL
  Palm Beach Gardens, FL
  Pinecrest, FL

Exams

• S66 Uniform Combined State Law Examination
  2020-09-09

Other Names

• Joshua Barditch