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Millisa Newberg

Corient

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About Millisa Newberg

Millisa Newberg is an Investment Advisor Representative at Corient, a firm with offices in Miami, Florida and Seattle, Washington. Millisa has been registered with the state of Washington since November 2023 and holds a Series 65 license. Millisa specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles.

Firm Information

Millisa Newberg is currently registered with Corient. Corient, headquartered in Miami, FL, is an investment advisor with over 476 investment advisory professionals. They manage approximately $118 billion in assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. Their services include financial planning, portfolio management, pension consulting, and educational seminars. Corient is registered with the SEC under the SEC number 801-124978.
Corient

2 S BISCAYNE BLVD

MIAMI, FL 33131

$118.19B

Assets Under Management

1,341

Total Clients

452

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of assets under advisement

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Millisa Newberg’s Registration & Firm History

WA

11/17/2023 - Present

Corient (Seattle WA)

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Licenses & Designations

IA

Issued 11/16/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Millisa Newberg.
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