Robert David Pettit
Investment adviser representative at Corient
15 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Robert David Pettit? Claim your profile
Contact this firm
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
15 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientDec 2022 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- RegentatlanticJun 2019 to Mar 2023
- MML Investors Services, LLCJul 2018 to Jun 2019
- MassmutualApr 2018 to Jun 2019
- Park Boulevard ProductionsOct 2016 to Oct 2017
- University of the ArtsAug 2015 to Jun 2017
- Pettit AudioJun 2011 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6976960
- Firm CRD
- 319448