Cole M. Douglas
Investment adviser representative at Corient
10 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
10 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientDec 2022 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Balasa Dinverno Foltz LLCMar 2022 to Mar 2023
- MercerOct 2020 to Feb 2022
- Ameren CilcoAug 2020 to Oct 2020
- David Vaughan InvestmentsMay 2019 to Aug 2019
- Ameren CilcoMay 2018 to Aug 2018
- Mt. Hawley Country ClubMay 2017 to Aug 2017
- Illinois State UniversityAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
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
- 7519307
- Firm CRD
- 319448