Tessa Yeager
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Tessa Yeager? 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
10 years in the industry.
- CorientJun 2024 to now
- Corient Services LLCJun 2024 to now
- BlendedDec 2023 to May 2024
- TargetAug 2023 to Nov 2023
- Ci Bdf Private WealthJun 2023 to Aug 2023
- UnemployedJan 2023 to May 2023
- Crumbl CookiesMar 2022 to Aug 2022
- Hh Financial PlanningDec 2020 to Dec 2022
- Bob's Bitchin' BbqFeb 2020 to Dec 2020
- Lands' EndNov 2017 to Dec 2020
- UnemployedSep 2016 to Oct 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7322353
- Firm CRD
- 319448