This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CORIENT

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 5, 1988earliest registration or exam on IAPD

Years in industry

38derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

May 5, 1988

First registration

Oct 13, 1993

Dual registered

no

Other names

BOB BORTNICK|BOB BORTNICK|ROBERT HENRY BORTNICK|robert h bortnick

IAPD individual key

1335428

• Occurred

  Oct 5, 2022
  Advisor changed firm

  Robert H. Bortnick left Eaton Vance Wateroak Advisors for Corient (registered 2022-10-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4982b152-babf-43fe-dbdb-940d5aca2b4b

First observed

Oct 13, 1993

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.