Michael Bailey Mayer
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm assets
Are you Michael Bailey Mayer? 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
10 years in the industry.
- CorientJun 2025 to now
- Corient Services LLCJun 2025 to now
- Willow Creek FinancialMay 2022 to May 2025
- Sns Financial Group, LLCMar 2022 to May 2022
- Vector Wealth ManagementMar 2017 to Mar 2022
- Pacific LifeMay 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6057551
- Firm CRD
- 319448