Martim Luis De arantes oliveira
Investment adviser representative at Corient
13 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- CorientJan 2025 to now
- Corient Services LLCJan 2025 to now
- GellerNov 2021 to Feb 2025
- Cresset Broker Dealer Services, LLCJul 2020 to Nov 2021
- Cresset Asset Management, LLCAug 2018 to Nov 2021
- U.S. Bancorp Investments, Inc.Apr 2013 to Aug 2018
- U.S. BankApr 2013 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3125265
- Firm CRD
- 319448