John
Youngman
Corient
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About this Advisor
John Youngman is a financial advisor based in New York, New York, working with Corient. John has previously held positions at Barrett Asset Management, LLC, Corient, Cipw Service Company, LLC, Corient Services LLC, and Segall Bryant & Hamill. John has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, John is part of Corient, which operates out of New York, New York. 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
John Youngman Work History
Corient
Corient Services LLC
Segall Bryant & Hamill
Cipw Service Company, LLC
Barrett Asset Management, LLC
Disclosures
Please visit the SEC profile of John Youngman 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
Morristown, NJ
Houston, TX
Chicago, IL
Chicago, IL
Wayne, PA
Wayne, PA
Chicago, IL
Atlanta, GA
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