Robert A. Beshere
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.
- CorientSep 2025 to now
- Corient Services LLCSep 2025 to now
- Breeds Hill Capital LLCOct 2022 to Sep 2025
- Morgan StanleyJun 2019 to Oct 2022
- Northeastern UniversityJun 2018 to Jun 2019
- Fortis Management GroupJan 2018 to Jun 2018
- Northeastern UniversityJun 2017 to Jan 2018
- Fidelity InvestmentsJan 2017 to Jun 2017
- Northeastern UniversityJun 2016 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7122678
- Firm CRD
- 319448