Madison Des raj Taneja
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm assets
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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 LLCApr 2022 to Mar 2023
- Mercer Global Advisors Inc.Mar 2021 to Apr 2022
- Plug and PlayOct 2020 to Apr 2021
- Kelvin Thermal Inc.Jul 2020 to Mar 2021
- Saoradh Enterprise PartnersJun 2020 to Aug 2020
- University of ColoradoAug 2017 to May 2021
- Riverbend Golf and Country ClubJun 2017 to Aug 2019
- Langley High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7542678
- Firm CRD
- 319448