Brendan
Hughes
Corient
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About this Advisor
Brendan Hughes is a financial advisor based in Morristown, New Jersey, working with Corient. Brendan has previously held positions at Scott Schwartz, Northwestern Mutual Investment Services, Lc, Andy Schwartz, John D Cooney, J Reed Finney, Lpl Financial, LLC, Private Advisor Group, LLC, Pathstone, Regentatlantic, Corient, Corient Services LLC, and Cipw Service Company, LLC. Brendan has passed the Series 66 regulatory exam and is registered to provide services in New Jersey and Texas. Currently, Brendan is part of Corient, which operates out of Morristown, New Jersey. 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
Brendan Hughes Work History
Corient Services LLC
Corient
Cipw Service Company, LLC
Regentatlantic
Pathstone
Lpl Financial, LLC
Private Advisor Group, LLC
Scott Schwartz
Northwestern Mutual Investment Services, Lc
Andy Schwartz
John D Cooney
J Reed Finney
Disclosures
Please visit the SEC profile of Brendan Hughes 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
Garden City, NY
Menlo Park, CA
Chicago, IL
Columbus, OH
Chicago, IL
Menlo Park, CA
Chicago, IL
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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