Douglas Mcmorris Brown
Investment adviser representative at Corient
9 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
9 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientOct 2022 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Ci Brightworth Private WealthAug 2022 to Mar 2023
- Cambridge Investment Research Inc.Jan 2021 to Aug 2022
- Capital Asset Management GroupJan 2021 to Aug 2022
- Capital Asset Management GroupJun 2020 to Aug 2020
- Capital Asset Management GroupJun 2019 to Aug 2019
- Brixmor Property GroupJun 2018 to Aug 2018
- Virginia TechAug 2016 to Dec 2020
- Whitemarsh Valley Country ClubMay 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7128206
- Firm CRD
- 319448