Olivia Herzog
Investment adviser representative at Corient
21 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
21 years in the industry.
- CorientJan 2024 to now
- Corient Services LLCJan 2024 to now
- Raymond James Financial Services Advisors, Inc.Sep 2022 to Jan 2024
- Hyre Personal Wealth AdvisorsJun 2021 to Jan 2024
- Raymond James Financial Services, Inc.May 2021 to Jan 2024
- Maurice'sJun 2020 to Aug 2020
- KrogerMay 2020 to Apr 2022
- Lowe'sMay 2019 to Aug 2019
- Ohio State UniversityAug 2018 to May 2022
- Marysville Municipal PoolMay 2016 to Aug 2018
- Marysville Exempted Village School DistrictAug 2005 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7389141
- Firm CRD
- 319448