Carmen Iamandii
Advisor at Corient
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Corient
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Carmen Iamandii is a financial advisor at Corient with eight years of industry experience and holds a Series 66 designation. She previously worked at Columbia Pacific Wealth Management and UBS Financial Services Inc. Iamandii also has a background in economic studies from Bucharest University of Economic Studies. Corient provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm employs a team-based investment model that combines customized asset allocations with risk management and offers access to alternative investments through both in-house strategies and third-party managers.
Based on Corient
Based on Corient
Flat fees may be charged based on criteria such as anticipated earnings, assets managed, or for financial planning and consulting
Available for financial planning and consulting services as agreed upon
Account minimum: $250,000 to $5 million depending on strategy Minimum fee: Retirement plan services minimum quarterly fee of $5,000 Fee-only: Financial planning and consulting services offered for a fixed fee or hourly rate as agreed upon
1910 Fairview Ave N, Suite 200
Seattle, WA 98102
Washington
Corient Services LLC
2023 - Present (3 years)
Corient
2023 - Present (3 years)
CIPW Service Company, LLC
2023 - 2023 (1 year)
Columbia Pacific Wealth Management
2019 - 2023 (4 years)
UBS Financial Services Inc
2017 - 2019 (2 years)
UBS Financial Services Inc
2016 - 2017 (1 year)
N/A
2016 - 2016 (1 year)
Bucharest University of Economic Studies
2014 - 2016 (2 years)
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