Katelynn Starr Bresler
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.
- CorientJun 2024 to now
- Corient Services LLCJun 2024 to now
- Socius Family Office, LLCJan 2023 to Aug 2024
- Socius Family Office, LLCDec 2020 to Dec 2022
- UnemployedMay 2020 to Dec 2020
- EnterpriseJun 2019 to May 2020
- Chick-fil-aAug 2015 to May 2019
- Rhodes CollegeAug 2015 to May 2019
- Rhodes Student Associate ProgramMay 2015 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7662391
- Firm CRD
- 319448