Andrew Ferris Boothe
Investment adviser representative at Corient
13 yearsExperience
2 statesRegistered in
$165.3BFirm assets
4 yearsFirm in business
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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 LLCJan 2024 to now
- CorientJan 2023 to now
- Portola PartnersApr 2022 to Mar 2023
- Bain & CompanyOct 2020 to Mar 2022
- Portola Partners Group LLCJun 2020 to Oct 2020
- University of PennsylvaniaJul 2018 to May 2020
- Brownson Rehmus & FoxworthJul 2013 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6239386
- Firm CRD
- 319448