Sandeep Narendir Soorya
Investment adviser representative at Corient
13 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Sandeep Narendir Soorya? 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
13 years in the industry.
- CorientOct 2024 to now
- Corient Services LLCOct 2024 to now
- Nextgen Healthcare Advisors LLCJan 2024 to Dec 2024
- Sigma Advisors, LLCOct 2020 to Jan 2024
- Delaware Street Capital, LLCSep 2018 to Oct 2024
- Northern Trust CompanyOct 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4576481
- Firm CRD
- 319448