Brett Michael Covert
Investment adviser representative at Corient
13 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
13 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientOct 2022 to now
- Cipw Service Company, LLCJan 2022 to Jul 2023
- Ci Brightworth (formerly Mcgill Advisors)Mar 2018 to Mar 2023
- Bank of America, N.A.Jun 2017 to Feb 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Feb 2018
- Wells Fargo Clearing Services, LLCNov 2016 to May 2017
- Wells Fargo Advisors, LLCJul 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 5411349
- Firm CRD
- 319448