Matthew Jordan Santos
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Corient Services LLCJan 2024 to now
- CorientJan 2023 to now
- Portola PartnersJan 2020 to Mar 2023
- Brownson, Rehmus & Foxworth, Inc.Jul 2019 to Dec 2019
- UnemployedMay 2019 to Jul 2019
- Amherst CollegeAug 2018 to May 2019
- The Goldman Sachs Group, Inc.Jun 2018 to Aug 2018
- UnemployedMay 2018 to Jun 2018
- Amherst CollegeAug 2017 to May 2018
- Cambridge Savings BankMay 2017 to Aug 2017
- Amherst CollegeAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6969776
- Firm CRD
- 319448