Eric Matthew Cannon
Investment adviser representative at Corient
14 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Eric Matthew Cannon? Claim your profile
Contact this firm
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
14 years in the industry.
- CorientJun 2026 to now
- Quasar Distributors, LLCJan 2018 to Dec 2018
- Minshall & Co., Inc.Apr 2012 to Sep 2017
- Capital Advisors, Inc.Mar 2012 to Jun 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 3232489
- Firm CRD
- 319448