Daniel Earl Boldon
Investment adviser representative at Corient
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$165.3BFirm assets
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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
12 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientDec 2022 to now
- Cipw Service CoJan 2023 to Jul 2023
- Gofen and Glossberg, L.L.C.Jan 2021 to Mar 2023
- Societe GeneraleMay 2017 to Jan 2021
- Deutsche BankOct 2014 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 5297891
- Firm CRD
- 319448