Andrew Farmer
Investment adviser representative at Corient
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
13 years in the industry.
- CorientJan 2026 to now
- Corient Services LLCJan 2026 to now
- University of Southern CaliforniaJan 2023 to Aug 2025
- DeloitteJan 2022 to Jan 2026
- SunrunJan 2021 to Dec 2021
- Gradient Capital AdvisorsMar 2020 to Oct 2021
- Point Loma Nazarene UniversityAug 2017 to May 2021
- Cypress High SchoolAug 2013 to May 2017
Designations
- CFP® certification
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
- 8246180
- Firm CRD
- 319448