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Leonard Gullan

Chief Operating Officer at Corient Private Wealth

Officer record from the firm’s Form ADVForm ADV filed 21 August 2026

Leonard Gullan is Chief Operating Officer of Corient Private Wealth LP, a Miami investment adviser.

Role at Corient Private Wealth

Title on Schedule A
Chief Operating Officer
Control
Leonard Gullan is a control person of Corient Private Wealth.
Ownership
An individual ownership band is not available in the source record.
Tenure
Leonard Gullan has held the filed role since October 2022.

The firm

Corient Private Wealth LP
Miami, FL

Form ADV filed 21 August 2026

$165B AUM26,586 clients620 advisers26 offices

Career on record

The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Leonard Gullan is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Leonard Gullan
CRD
7722217
Firm
Corient Private Wealth LP
Record basis
Form ADV officer listing
Firm bio
corient.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Corient identifies Leonard L.C. Gullan as Partner and Chief Operating Officer. Official firm biography

Education

Common questions

Where does Leonard Gullan work?

Leonard Gullan has been Chief Operating Officer of Corient Private Wealth LP since October 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 21 August 2026

Leadership at Corient Private Wealth

Sources

  1. IAPD individual lookup, CRD 7722217. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Corient Private Wealth LP, filed 21 August 2026. Title, control and ownership bands.
  3. Corient Private Wealth team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Leonard Gullan or Corient Private Wealth LP and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.