Elise Orton
Investment adviser representative at Corient
18 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
18 years in the industry.
- CorientApr 2025 to now
- Corient Services LLCApr 2025 to now
- Brighton JonesJun 2023 to Mar 2025
- Brighton JonesJun 2022 to Aug 2022
- GallagherJun 2021 to Aug 2021
- Oasis Salon and SpaOct 2018 to May 2019
- Columbia Pacific Wealth ManagementJun 2018 to Aug 2018
- NordstromJun 2017 to Jul 2017
- StudentSep 2008 to May 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7773652
- Firm CRD
- 319448