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Darin Glen Tuttle

Investment adviser representative at Corient
8 yearsExperience
1 stateRegistered in
CFADesignation
$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

8 years in the industry.

  1. CorientOct 2024 to now
  2. Corient Services LLCOct 2024 to now
  3. Martinsen Wealth ManagementSep 2024 to Oct 2024
  4. Tuttle Ventures LLCMay 2021 to Dec 2024
  5. Pacific Capital Wealth Advisors Inc.Jul 2018 to May 2021
  6. Keatsconnelly LLCAug 2017 to Jul 2018
  7. Vanguard Marketing CorporationOct 2016 to Jul 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016
  • Series 65 · Uniform Investment Adviser Law2017

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
6367439
Firm CRD
319448
Advisor's SEC record (opens in a new tab)
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