Alexa Schmidt

Corient

8 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Corient

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

520 advisors

Number of Clients

25,061 clients

Average Client Portfolio

$5.7M average

Assets Under Management

$143.6B

Fee Structure

Location

600 Montgomery Street, Suite 3900, San Francisco, CA, 94111

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Corient

February 2023 - Present · 3 yrs

Previous Registrations

Columbia Pacific Wealth Management

January 2023 - August 2023 · 7 mos

Crowdstreet Advisors, LLC

August 2022 - November 2022 · 3 mos

Crowdstreet Capital LLCBroker

August 2022 - November 2022 · 3 mos

Goldman Sachs & CO. LLCBroker

August 2017 - June 2022 · 4 yrs 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.