DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analyst14 years in industry

ROBERT DAVID WEDEKING

Advisor at CORIENT

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ccb36acf-fd2a-527a-8b92-c630cd2f2e79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Sep 2, 2021 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Robert Wedeking

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Apr 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
First registration: Sep 2, 2021
Dual registered: no
Other names: ROBERT WEDEKING
IAPD individual key: 2370316

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 6, 2025	n/a	yes	New York, NY	Current employment
GELLER ADVISORS LLC	Former SEC adviser	Sep 2, 2021	Mar 28, 2025	no	NEW YORK, NY	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
GELLER ADVISORS LLC	Corient	Mar 28, 2025	Feb 6, 2025	-50	Firm change after gap	RIA to RIA

Team moves

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

Team	Left	Joined	From	Kind
134062:319448:NY:2025-03-28	Mar 28, 2025	Feb 6, 2025	NEW YORK, NY	Firm change after gap

Relationships

Registered with (2)

→ CORIENTRegistered adviserregistration: current employment
Feb 6, 2025 to presentfactForm ADV
→ GELLER ADVISORS LLCRegistered adviserregistration: previous registration
Sep 2, 2021 to Mar 28, 2025factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Robert David Wedeking left Geller Advisors Llc for Corient (registered 2025-02-06)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ccb36acf-fd2a-527a-8b92-c630cd2f2e79
First observed: Sep 2, 2021
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.

ROBERT DAVID WEDEKING

Advisor at CORIENT

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ccb36acf-fd2a-527a-8b92-c630cd2f2e79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:22 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Corient

Independent wealth

Feb 6, 2025

n/a

yes

New York, NY

Current employment

GELLER ADVISORS LLC

Former SEC adviser

Sep 2, 2021

Mar 28, 2025

NEW YORK, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

GELLER ADVISORS LLC

Corient

Mar 28, 2025

Feb 6, 2025

-50

Firm change after gap

RIA to RIA

Team

Left

Joined

From

Kind

134062:319448:NY:2025-03-28

Mar 28, 2025

Feb 6, 2025

NEW YORK, NY

Firm change after gap