Max Elfenbein
Investment adviser representative at Corient
12 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
12 years in the industry.
- Corient Services LLCJul 2023 to now
- CorientNov 2022 to now
- Cipw Service Company, LLCJan 2023 to Jul 2023
- Radnor Financial Advisors, LLCJun 2022 to Mar 2023
- Radnor Financial AdvisorsJun 2021 to Apr 2022
- The Springhaven ClubMay 2020 to Aug 2020
- The Springhaven ClubMay 2019 to Aug 2019
- Temple UniversityAug 2018 to May 2022
- The Springhaven ClubJul 2017 to Aug 2018
- Penncrest High SchoolSep 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7562367
- Firm CRD
- 319448