Robert Drew Bodner
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.
- CorientJul 2024 to now
- Corient Services LLCJul 2024 to now
- Checchi Capital AdvisersMay 2022 to Jun 2024
- Green Harvest Asset ManagementMay 2021 to Aug 2021
- University of Southern California, Mba ProgramAug 2020 to May 2022
- EndeavorFeb 2017 to Aug 2020
- UnemployedJan 2017 to Feb 2017
- Creative Artist AgencyAug 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7589901
- Firm CRD
- 319448