Nan M Nge
Investment adviser representative at Corient
11 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
11 years in the industry.
- CorientMay 2025 to now
- Corient Services LLCMay 2025 to now
- Bank of America, N.A.Nov 2024 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2024 to May 2025
- Truist Advisory Services, IncDec 2023 to Aug 2024
- Truist Investment Services, IncJul 2023 to Aug 2024
- Ruffalo Noel LevitzJan 2023 to Apr 2023
- Truist Investment Services, Inc.Jun 2022 to Aug 2022
- Rapid Business PlansMay 2020 to Jul 2021
- University of Florida Department of HousingJan 2020 to Jun 2020
- University of FloridaAug 2019 to May 2023
- Hollister Co.Jun 2018 to Apr 2019
- Kuman Math An Reading Center of JaDec 2017 to Dec 2018
- Atlantic Coast High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7577731
- Firm CRD
- 319448