Kavin Kumaran Hariharan
Investment adviser representative at Corient
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientJan 2023 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Columbia Pacific Wealth ManagementJul 2021 to Aug 2023
- Snooze A.M. EateryApr 2021 to Jun 2021
- Pacific Gas & ElectricJul 2020 to Dec 2020
- Uc San Diego Campus ServicesFeb 2020 to Jun 2021
- Bainbridge CapitalMay 2019 to Feb 2020
- CintasJun 2018 to Sep 2019
- Uc San Diego HdhJan 2018 to Jun 2018
- Uc San DiegoSep 2017 to Jun 2021
- Rancho Bernardo High SchoolAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7452757
- Firm CRD
- 319448