Brett Michael Covert
Investment Adviser Representative at Corient
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Brett Michael Covert is an investment adviser representative with Corient in Charlotte, NC, where they have been registered since 2022. They have worked in the securities industry since 2010 and have been registered with 7 firms, including CI Brightworth Private Wealth and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and Texas.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wells Fargo Advisors, LLCJul 2013 – Nov 2016Mclean, VA
- Wells Fargo Clearing Services, LLCNov 2016 – May 2017Mclean, VA
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 – Feb 2018Alexandria, VA
- BANK OF America, N.A.Jun 2017 – Feb 2018Alexandria, VA
- CI Brightworth (Formerly Mcgill Advisors)Mar 2018 – Mar 2023Charlotte, NC
- CorientOct 2022 – no end date reportedCharlotte, NC
- Corient Services LLCJul 2023 – no end date reportedMiami, FL
- CIPW Service Company, LLCJan 2022 – Jul 2023Toronto
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Corient
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Firm account minimum
- $250,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 599
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Miami, FL
- SEC file number:
- 801-124978
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 21, 2026
View full firm profileOther advisors at Corient
Showing 12 of 599 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Michael Covert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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