Christian Ordonez
Investment adviser representative at The Coury Firm
10 yearsExperience
4 statesRegistered in
$1.3BFirm assets
8 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- The Coury FirmJan 2026 to now
- Rockefeller Financial LLCNov 2021 to Dec 2025
- Goldman Sachs & Co. LLCJan 2021 to Nov 2021
- The Ayco Company, L.p./mercer AlliedMay 2020 to Jan 2021
- The Ayco Company, L.P.Jan 2019 to May 2020
- Robert Morris UniversityAug 2017 to May 2020
- Bados CucinaMay 2017 to Dec 2018
- John Carroll UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (CA, FL, PA, WV).
The Coury Firm
Legal name: Coury Firm Asset Management LLC
$1.3BAssets managed
252Clients
9Advisers
8 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
- 7256480
- Firm CRD
- 289145