Brent Thomas Boden
Investment adviser representative at Corient
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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
11 years in the industry.
- CorientAug 2025 to now
- Corient Services LLCAug 2025 to now
- Savvy AdvisorsFeb 2023 to Aug 2025
- UnemployedJan 2022 to Feb 2023
- Stock Yards Bank & TrustOct 2021 to Jan 2022
- Ameriprise Financial Services IncSep 2020 to Oct 2021
- Bb&t Securities, LLCJan 2018 to Sep 2020
- Bb&tSep 2015 to Sep 2020
- BbtisSep 2015 to Sep 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 5401670
- Firm CRD
- 319448