Owen
Rosebeck

Corient

CRD#7288105
Investment Advisor
in Menlo Park, CA

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About this Advisor

Owen Rosebeck is a financial advisor based in Menlo Park, California, working with Corient. Owen has previously held positions at Dawson College Bound, Pomona College, Portola Partners, Union Gaming, Bishop Gorman High School, Corient, and Corient Services LLC. Owen has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Owen is part of Corient, which operates out of Menlo Park, 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

1550 El Camino Real, Suite 200
Menlo Park, CA 94025

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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

Owen Rosebeck Work History

2024 - Present (0 year)

Corient Services LLC

2023 - Present (1 year)

Corient

2020 - 2023 (3 years)

Portola Partners

2019 - 2019 (< 1 year)

Dawson College Bound

2019 - 2020 (1 year)

Pomona College

2019 - 2019 (< 1 year)

Union Gaming

2018 - 2018 (< 1 year)

Pomona College

2018 - 2018 (< 1 year)

Dawson College Bound

2017 - 2017 (< 1 year)

Dawson College Bound

2016 - 2020 (4 years)

Pomona College

2012 - 2016 (4 years)

Bishop Gorman High School

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Disclosures

Please visit the SEC profile of Owen Rosebeck 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

Molly Carl
Chicago, IL
Maria Wolters
Columbus, OH
Jeremy Lam
Chicago, IL
Bryan Blades
Wayne, PA
Daniel Boldon
Chicago, IL
Ashley Nimon
Wayne, PA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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