Nicolae Cristea
Investment adviser representative at Corient
17 yearsExperience
1 stateRegistered in
CFADesignation
$165.3BFirm assets
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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
17 years in the industry.
- CorientJan 2019 to now
- Corient Services LLCJan 2019 to now
- Independent ContractorApr 2018 to Dec 2019
- UnemployedJul 2017 to Apr 2018
- Pacific Alternative Management CompanySep 2009 to Jun 2017
Designations
- CFA
Exams passed
No exams in this record.
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
- 8210905
- Firm CRD
- 319448