Alexis Renae Gayhart

CFP

Corient

17 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Corient

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

520 advisors

Number of Clients

25,061 clients

Average Client Portfolio

$5.7M average

Assets Under Management

$143.6B

Fee Structure

Location

2605 Nicholson Road, Suite 5140, Sewickley, PA, 15143

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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.

Employment History

Current Registrations

Corient

June 2024 - Present · 1 yr 8 mos

Previous Registrations

Socius Family Office, LLC

March 2012 - August 2024 · 12 yrs 5 mos

Wells Fargo Advisors, LLC

November 2008 - March 2012 · 3 yrs 4 mos

State Registrations2 states

PATX

Advisor

Exams

No exam information available for this advisor.