Connor John Lightfield
Investment adviser representative at Corient
12 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
12 years in the industry.
- Corient Services LLCJan 2024 to now
- CorientJan 2023 to now
- Portola PartnersJul 2021 to Mar 2023
- Cornell UniversityAug 2019 to Jul 2021
- Cornell UniversityJun 2019 to Jul 2019
- The University of Alabama In HuntsvilleSep 2018 to Jun 2019
- Kathy Tyler for Sd State SenateApr 2016 to Nov 2016
- Hartman's Family FoodsAug 2014 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7424379
- Firm CRD
- 319448