Brian
Shupe

Corient

CRD#2353564
Investment Advisor
in Miami, FL

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About this Advisor

Brian Shupe is a financial advisor based in Miami, Florida, working with Corient. Brian has previously held positions at Corient, Corient Services LLC, and Windsor Wealth Management. Brian has passed the Series 65 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Brian is part of Corient, which operates out of Miami, Florida. 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, Chartered Financial Analyst

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

2 S Biscayne Blvd Suite 3200
Miami, FL 33131

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Corient Brokerage Details

Total Assets Under Management

$118,191,936,095

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

845

FL Average: 62
Total Number of Accounts

97,020

FL Average: 2,474
Average Account Size

$1,218,222

FL 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

Brian Shupe Work History

2023 - Present (1 year)

Corient

2023 - Present (1 year)

Corient Services LLC

1992 - 2023 (31 years)

Windsor Wealth Management

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brian Shupe 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

Danning Zhao
Menlo Park, CA
Lillian Swenson
Menlo Park, CA
Jeremy Lam
Chicago, IL
Meredith Farber
New York, NY
Bryan Blades
Wayne, PA
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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