Connor John Lightfield
Investment Adviser Representative at Corient
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Connor John Lightfield is an investment adviser representative with Corient in Menlo Park, CA, where they have been registered since 2023. They have worked in the securities industry since 2021 and were previously registered with Portola Partners. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 12
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
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.
- Portola PartnersJul 2021 – Mar 2023Menlo Park, CA
- Hartman's Family FoodsAug 2014 – Aug 2018Milbank, SD
- Kathy Tyler for SD State SenateApr 2016 – Nov 2016Milbank, SD
- Cornell UniversityJun 2019 – Jul 2019Washington, DC
- Cornell UniversityAug 2019 – Jul 2021Ithaca, SD
- The University of Alabama in HuntsvilleSep 2018 – Jun 2019Huntsville, AL
- CorientJan 2023 – no end date reportedMenlo Park, CA
- Corient Services LLCJan 2024 – no end date reportedMiami, FL
Official records & sources
Data as of June 26, 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
Similar advisors in Menlo Park, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Connor John Lightfield 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched