Kendrick
Uyeda

Corient

CRD#6109212
Investment Advisor
in San Diego, CA

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About this Advisor

Kendrick Uyeda is a financial advisor based in San Diego, California, working with Corient. Kendrick has previously held positions at Dowling & Yahnke, LLC, Corient, Corient Services LLC, and Cipw Service Company, LLC. Kendrick has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Kendrick is part of Corient, which operates out of San Diego, California. The firm has 39 offices and 845 employees. The firm manages assets totaling $118.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services, market timing services, and educational seminars. The fee structure at Corient includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Security ratings or pricing services, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

12265 El Camino Real Suite 300
San Diego, CA 92130

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Corient Brokerage Details

Total Assets Under Management

$118,191,936,095

CA Average: $1,855,561,029
Total Number of Employees

845

CA Average: 62
Total Number of Accounts

97,020

CA Average: 2,474
Average Account Size

$1,218,222

CA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Educational seminars/workshops

Kendrick Uyeda Work History

2023 - Present (1 year)

Corient Services LLC

2022 - Present (2 years)

Corient

2023 - 2023 (< 1 year)

Cipw Service Company, LLC

1998 - 2023 (25 years)

Dowling & Yahnke, LLC

Disclosures

Please visit the SEC profile of Kendrick Uyeda to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Corient

David Hobbs
San Diego, CA
Sanjay George
Houston, TX
Jeremy Lam
Chicago, IL
Todd Youngs
Miami, FL
Meredith Farber
New York, NY
Mary Guidry
Dallas, TX
Matthew Broom
Atlanta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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