Peyton Ross Eckert
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- CorientDec 2024 to now
- Corient Services LLCDec 2024 to now
- UnemployedSep 2023 to Dec 2024
- BMO Harris Bank, N.A.Oct 2019 to Sep 2023
- UBS Financial Services Inc.Dec 2017 to Oct 2019
- JP Morgan Chase BankMay 2017 to Dec 2017
- JP Morgan Securities, LLCMay 2017 to Dec 2017
- UnemployedMar 2017 to Apr 2017
- Northwestern Mutual Wealth Management CompanyDec 2016 to Feb 2017
- L Peter LeoneSep 2016 to Feb 2017
- Northwestern Mutual Investment Services LLCMar 2016 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6626233
- Firm CRD
- 319448