Unclaimed Profile

Kurt Macalpine

CORIENT PRIVATE WEALTH LLC·MIAMI, Florida

Series 7, Series 63Clean recordCORIENT PRIVATE WEALTH LLC

2 S BISCAYNE BLVD, MIAMI, FL 33131CRD# 4966757Firm CRD# 319448

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt Macalpine · MIAMI, FL

Registration

CRD #4966757 · CORIENT PRIVATE WEALTH LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kurt Macalpine is a registered financial advisor based in MIAMI, Florida, affiliated with CORIENT PRIVATE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Financial Education

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

CORIENT PRIVATE WEALTH LLC

CORIENT

AUM

$118.2B

Regulatory assets under management

Employees

845

Total firm employees

View all advisors at CORIENT PRIVATE WEALTH LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Educational seminars/workshops

Other advisory services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Other: % OF ASSETS UNDER ADVISEMENT

Regulatory

SEC/IARD CRD# 4966757

Firm CRD# 319448

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kurt Macalpine offer?

Kurt Macalpine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management, Financial Education. Contact their office in MIAMI, Florida for a consultation.

What are Kurt Macalpine's credentials?

Kurt Macalpine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Macalpine located?

Kurt Macalpine is based in MIAMI, Florida, working with CORIENT PRIVATE WEALTH LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Kurt Macalpine charge for services?

Kurt Macalpine's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: % of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CORIENT PRIVATE WEALTH LLC?

CORIENT PRIVATE WEALTH LLC has approximately 845 employees and manages $118.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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