Christian Ordonez

THE COURY FIRM

Winthrop, MA

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CRD#: 7256480

Professional summary

Christian Ordonez is a registered financial advisor currently at THE COURY FIRM located in Winthrop, Massachusetts.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Christian has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Ordonez's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 5, 2026 - Present

THE COURY FIRM

RIA

CRD#: 289145

Winthrop, MA

Past

November 22, 2021 - December 26, 2025

ROCKEFELLER FINANCIAL LLC

RIA

CRD#: 291361

Boston, MA

Past

November 1, 2021 - December 26, 2025

ROCKEFELLER FINANCIAL LLC

CRD#: 291361

Boston, MA

Past

January 4, 2021 - November 30, 2021

GOLDMAN SACHS & CO. LLC

CRD#: 361

CANONSBURG, PA

Past

December 18, 2020 - November 30, 2021

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

CANONSBURG, PA

Past

August 31, 2020 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

CANONSBURG, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE COURY FIRM

COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA

Registered Investment Advisory firm - (3/2/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/5/2026)

IAR

Florida
(2/12/2026)

IAR

Pennsylvania
(2/10/2026)

IAR

West Virginia
(2/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/14/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/31/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/24/2020

Securities Industry Essentials Examination

Current Firm

THE COURY FIRM

COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC

CRD#: 289145 / SEC#: 801-112543

RIA

Registered Investment Advisory firm - (3/2/2018 Approved)

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Contact information

Main Address

260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222

Mailing Address

Phone number

(412) 261-5744

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts	1,007
AUM (Assets Under Management)	$ 1,189,533,934

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christian Ordonez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Ordonez's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE COURY FIRM

ROCKEFELLER FINANCIAL LLC

ROCKEFELLER FINANCIAL LLC

GOLDMAN SACHS & CO. LLC

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

THE COURY FIRM

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2020

Series 7TO

Date: 8/31/2020

SIE

Date: 6/24/2020

Current Firm

THE COURY FIRM

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE COURY FIRM

TRUST BUT VERIFY

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