Brian David Mirman
Investment adviser representative at Corient
20 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
20 years in the industry.
- CorientMar 2025 to now
- Corient Services LLCMar 2025 to now
- James PruittApr 2024 to Feb 2025
- Northwestern Mutual Investment Services LLCApr 2024 to Feb 2025
- UnemployedDec 2023 to Apr 2024
- PrudentialJul 2023 to Nov 2023
- Pruco Securities LLCFeb 2023 to Nov 2023
- Thinkequity LLCMay 2022 to Aug 2022
- StudentMar 2022 to Jun 2023
- Dunkin DonutsSep 2021 to Feb 2022
- Kelley To Kelley Mentoring ProgramJun 2020 to May 2022
- Paradise PizzaMar 2019 to Jan 2022
- StudentSep 2006 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7561259
- Firm CRD
- 319448