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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 |
|---|---|---|---|
| ME | RA | APPROVED | 2026-08-06 |
| TX | RA | APPROVED | 2026-07-29 |
Branch Locations
1 City Center, Suite 211 , Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corient Services Llc | Miami | FL | 07/2026 | Present |
| Corient | Portland | ME | 07/2026 | Present |
| Hm Payson | Portland | ME | 11/2021 | 07/2026 |
| Key Bank | Portland | ME | 07/2016 | 10/2021 |
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