Jonathan Miller Mcnitt

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

• 06/2020 → Present
  Geller & Co, Llc And Geller Advisors, Llc
  New York, NY
• 06/2016 → 05/2020
  Kpmg
  New York, NY
• 01/2025 → Present
  Corient
  New York, NY
• 01/2025 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2023-10-23 → 2025-03-28
  Geller Advisors Llc
  New York, NY

Designations

• Certified Financial Planner