Michael
Bray
Corient
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About this Advisor
Michael Bray is a financial advisor based in Falls Church, Virginia, working with Corient. Michael has previously held positions at Robert W. Baird & Co. Inc, Wells Fargo Advisors Financial Network, LLC, Potomac Advisors LLC, Inverness Counsel, Corient, Cipw Service Company, LLC, and Corient Services LLC. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York and Virginia. Currently, Michael is part of Corient, which operates out of Falls Church, Virginia. 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
Michael Bray Work History
Corient
Corient Services LLC
Cipw Service Company, LLC
Inverness Counsel
Potomac Advisors LLC
Wells Fargo Advisors Financial Network, LLC
Robert W. Baird & Co. Inc
Disclosures
Please visit the SEC profile of Michael Bray 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
Columbus, OH
Menlo Park, CA
Wayne, PA
Columbus, OH
Garden City, NY
Wayne, PA
Chicago, IL
Atlanta, GA
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