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RIA / WealthAdvisor26 years in industry

PEDER ANDREW SCHMITZ

Advisor at CORIENT

Seattle, WA | Ketchum, ID

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Search this name across graphsid dfx:ria:c1bc7ba3-6c74-8920-49c2-4cf86f7f6f77

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2000 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: Jan 14, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jan 14, 2000
First registration: Feb 28, 2000
Dual registered: no
IAPD individual key: 2869940

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	Feb 20, 2023	n/a	yes	Ketchum, ID\|Seattle, WA	Current employment
COLUMBIA PACIFIC WEALTH MANAGEMENT	Former SEC adviser	Dec 6, 2011	Aug 31, 2023	no	SEATTLE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Mar 1, 2011	no	SEATTLE, WA\|SEATTLE, WA\|SEATTLE, WA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Jul 30, 2004	Oct 23, 2009	no	SEATTLE, WA\|SEATTLE, WA	Previous registration
MORGAN STANLEY DW INC.	n/a	Feb 28, 2000	Aug 6, 2004	no	SEATTLE, WA	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
COLUMBIA PACIFIC WEALTH MANAGEMENT	Corient	Aug 31, 2023	Feb 20, 2023	-192	Bulk transfer	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COLUMBIA PACIFIC WEALTH MANAGEMENT	Mar 1, 2011	Dec 6, 2011	280	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	BANC OF AMERICA INVESTMENT SERVICES, INC.	Aug 6, 2004	Jul 30, 2004	-7	Firm change	Other

Relationships

Registered with (5)

→ CORIENTRegistered adviserregistration: current employment
Feb 20, 2023 to presentfactForm ADV
→ COLUMBIA PACIFIC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Dec 6, 2011 to Aug 31, 2023factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Mar 1, 2011factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Jul 30, 2004 to Oct 23, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Feb 28, 2000 to Aug 6, 2004factForm ADV

Dated events

No dated event names this entity yet.