TC
CFP
TC
CFP

Thomas Cordovano

41 Years of Experience
Garden City, NY

Thomas Cordovano is a CFP-designated registered investment advisor at Corient, based in Garden City, NY, with 41 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 4 more. Their firm serves 26,586 clients with $170B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
647 advisors
Number of Clients
26,586 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$165.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees vary by client and services provided, ranging up to 1.00% per year, and are negotiable. Clients acquired through business acquisitions may remain on their legacy fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1050 Franklin Ave, #400, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Corient
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
La Ferla Group LLC
June 2022 - August 2023 · 1 yr 2 mos
Purshe Kaplan Sterling InvestmentsBroker
May 2015 - March 2023 · 7 yrs 10 mos
UBS Financial Services INC.Broker
June 1986 - May 2015 · 28 yrs 11 mos
The Dreyfus Service CorporationBroker
June 1985 - June 1986 · 1 yr
State Registrations2 states
NYTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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