linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Troy Collins Wingfield

Corient

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Troy? Claim Your Profile

About Troy Collins Wingfield

Troy Collins Wingfield is a financial advisor with Corient, a firm that manages over $118 billion in assets. Troy has over 20 years of experience in the financial services industry, specializing in providing financial planning, portfolio management, and investment advisory services to individuals, families, and institutions.

Firm Information

Troy Wingfield 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

check

other

% of assets under advisement

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Troy Wingfield’s Registration & Firm History

WA

02/20/2023 - Present

Corient (SEATTLE WA)

CA

06/07/2002 - 05/04/2005

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NY

01/21/2000 - 05/03/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

PA

10/07/1999 - 12/16/1999

LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)

Not sure if Troy Collins Wingfield is right for you?

Licenses & Designations

BC

Issued 02/28/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/08/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/06/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Troy Collins Wingfield.
Not sure if Troy Collins Wingfield is right for you?