Shaelyn Sommer Boyer
Investment adviser representative at Corient
13 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
13 years in the industry.
- CorientSep 2026 to now
- Fisher InvestmentsJan 2022 to Jun 2026
- IqpcMay 2021 to Jan 2022
- All Real Estate and InvestmentsAug 2020 to May 2021
- Texas RoadhouseJul 2020 to May 2021
- Ucf Cweb Program (lockheed Martin)Oct 2018 to Feb 2020
- FrancescasAug 2018 to Oct 2018
- University of Central FloridaAug 2017 to May 2021
- High School-whartonAug 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7514654
- Firm CRD
- 319448