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RIA / WealthAdvisor19 years in industry

ILYA Michael ZLOTNIK

Advisor at CORIENT

Chicago, IL

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Search this name across graphsid dfx:ria:598d01d4-cbd5-661f-774b-9ed3f2a0d14f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2006 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Dec 18, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 18, 2006
First registration: Dec 19, 2006
Dual registered: no
Other names: ILYA ZLOTNIK|ILYA MICHAEL ZLOTNIK
IAPD individual key: 5212927

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Corient	Independent wealth	Jun 25, 2026	n/a	yes	Chicago, IL	Current employment
VIVALDI CAPITAL MANAGEMENT LP	Former SEC adviser	May 28, 2015	Jun 17, 2026	no	CHICAGO, IL	Previous registration
CURI CAPITAL, LLC	Independent wealth	Sep 24, 2013	May 14, 2015	no	CHICAGO, IL	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Mar 11, 2008	Feb 21, 2013	no	CHICAGO, IL	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Mar 11, 2008	Feb 21, 2013	no	Chicago, IL	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Dec 19, 2006	Mar 4, 2008	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VIVALDI CAPITAL MANAGEMENT LP	Corient	Jun 17, 2026	Jun 25, 2026	8	Firm change	RIA to RIA
CURI CAPITAL, LLC	VIVALDI CAPITAL MANAGEMENT LP	May 14, 2015	May 28, 2015	14	Firm change	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Feb 21, 2013	Mar 11, 2008	-1,808	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Feb 21, 2013	Mar 11, 2008	-1,808	Firm change after gap	Other
AMERIPRISE FINANCIAL SERVICES, LLC	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Mar 4, 2008	Mar 11, 2008	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
160150:319448:IL:2026-06-17	Jun 17, 2026	Jun 25, 2026	CHICAGO, IL	Firm change

Relationships

Registered with (6)

→ CORIENTRegistered adviserregistration: current employment
Jun 25, 2026 to presentfactForm ADV
→ VIVALDI CAPITAL MANAGEMENT LPRegistered adviserregistration: previous registration
May 28, 2015 to Jun 17, 2026factForm ADV
→ CURI CAPITAL, LLCRegistered adviserregistration: previous registration
Sep 24, 2013 to May 14, 2015factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Mar 11, 2008 to Feb 21, 2013factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Mar 11, 2008 to Feb 21, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Dec 19, 2006 to Mar 4, 2008factForm ADV

Dated events

Occurred
Jun 17, 2026
Advisor changed firm
Ilya Michael Zlotnik left Vivaldi Capital Management Lp for Corient (registered 2026-06-25)
Form ADVobserved 4 days ago