TrueAdvisor
TrueAdvisor
AD
CFA · CFP
AD
CFA · CFP
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

101 Park Avenue, Suite 3100, New York, NY, 10017

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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
December 2024 - Present · 1 yr 2 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.