Sean Engel

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

• 01/2025 → 04/2026
  Mariner Wealth Advisors
  New York, NY
• 04/2026 → Present
  Corient Services Llc
  Miami, FL
• 04/2026 → Present
  Corient
  New York, NY
• 06/2024 → 08/2024
  Kuttin Wealth Management
  Hauppauge, NY
• 08/2020 → 05/2024
  University Of Delaware
  Newark, DE
• 09/2024 → 12/2024
  Unemployed
  West Islip, NY
• 09/2017 → 06/2020
  West Islip High School
  West Islip, NY
• 04/2016 → 08/2017
  Unemployed
  West Islip, NY

Previous Registrations

• 2024-09-13 → 2026-04-14
  Mariner
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-13

Designations

• Certified Financial Planner