Alicia Brooke Traub
Investment adviser representative at Corient
12 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
12 years in the industry.
- CorientJul 2025 to now
- Corient Services LLCJul 2025 to now
- Morgan StanleyAug 2020 to Jul 2025
- UnemployedMar 2020 to Aug 2020
- Marcus and MillichapJul 2018 to Mar 2020
- 4c InsightsMay 2017 to Aug 2017
- Iced MediaMay 2017 to Aug 2017
- University of MiamiAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7284649
- Firm CRD
- 319448