Olivia Herzog
Investment Adviser Representative at Corient
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Olivia Herzog is an investment adviser representative with Corient in Columbus, OH, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Ohio.
Office
Advisors at this office: 21
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio
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.
- Marysville Municipal PoolMay 2016 – Aug 2018Marysville, OH
- Ohio State UniversityOct 2018 – Mar 2020Columbus, OH
- Lowe'sMay 2019 – Aug 2019Marysville, OH
- Maurice'sJun 2020 – Aug 2020Marysville, OH
- KrogerMay 2020 – Apr 2022Columbus, OH
- Hyre Personal Wealth AdvisorsJun 2021 – Apr 2022Upper Arlington, OH
- Hyre Personal Wealth AdvisorsJun 2021 – Jan 2024Upper Arlington, OH
- Ohio State UniversityAug 2018 – May 2022Columbus, OH
- Marysville Exempted Village School DistrictAug 2005 – May 2018Marysville, OH
- Raymond James Financial Services, Inc.May 2021 – Jan 2024Columbus, OH
- Raymond James Financial Services Advisors, Inc.Sep 2022 – Jan 2024Columbus, OH
- CorientJan 2024 – no end date reportedColumbus, OH
- Corient Services LLCJan 2024 – no end date reportedMiami, FL
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. Olivia Herzog 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.
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