Regis
Dillon
Corient
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About this Advisor
Regis Dillon is a financial advisor based in Garden City, New York, working with Corient. Regis has previously held positions at UBS Financial Services Inc, Purshe Kaplan Sterling Investments, La Ferla Group LLC, Corient Services LLC, CIPW Service Company, LLC, and Corient. Regis has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Texas. Currently, Regis is part of Corient, which operates out of Garden City, 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
Regis Dillon Work History
Corient Services LLC
Corient
Cipw Service Company, LLC
Purshe Kaplan Sterling Investments
La Ferla Group LLC
Ubs Financial Services Inc
Disclosures
Please visit the SEC profile of Regis Dillon 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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