Alexandra Goodson
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.
- CorientSep 2024 to now
- Corient Services LLCSep 2024 to now
- Foreside Financial Services, LLCOct 2023 to Jul 2024
- Imst Distributors, LLCFeb 2022 to Oct 2023
- Aristotle Capital ManagementNov 2021 to Jul 2024
- UnemployedJul 2020 to Nov 2021
- RBC Capital Markets, LLCJul 2016 to Jul 2020
- RBC Global Asset Management (U.S) Inc.Jul 2016 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6690640
- Firm CRD
- 319448