Brian
Shupe
Corient
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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
Services Offered
Fee Structure
Office Location
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Corient Brokerage Details
$118,191,936,095
845
97,020
$1,218,222
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
Corient
Corient Services LLC
Windsor Wealth Management
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
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