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Corient CRD 319448
$165B regulatory AUM 506 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stonehage Fleming Services Limited | Johannesburg | 03/2022 | 05/2022 | |
| Stonehage Fleming Services Limited | Johannesburg | 03/2024 | 06/2024 | |
| Stonehage Fleming Services Limited | London | 06/2024 | 09/2025 | |
| Corient | New York | NY | 09/2025 | Present |
| Stonehage Fleming South Africa (Pty) Ltd | Johannesburg | 05/2022 | 04/2024 | |
| Ie Business School | Madrid | 08/2021 | 07/2022 | |
| Hatzolah Medical Rescue | Johannesburg | 02/2021 | 06/2021 | |
| University Of Cape Town | Cape Town | 02/2017 | 12/2020 | |
| King David Victory Park High School | Johannesburg | 01/2012 | 12/2016 |
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