Courtney Elizabeth Rueb
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 2026 to now
- Corient Services LLCJun 2026 to now
- Capital Advisors, Inc.May 2024 to Jun 2026
- Halley, Mcdaniel, Cuite, PllcOct 2018 to May 2024
- Mariner ConsultingJul 2017 to Oct 2018
- UnemployedOct 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OK).
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
- 7978631
- Firm CRD
- 319448