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RIA / WealthAdvisorChartered Financial Analyst44 years in industry

George W Saltonstall

Advisor at CORIENT

Boston, MA

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:cd76ff1c-0efe-a089-be11-177694b6f81b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Sep 23, 1993 to Sep 14, 2026

Across DFX

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

Private Equityidentity

George West Saltonstall

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, 1982earliest registration or exam on IAPD
Years in industry: 44derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63
First exam: Apr 1, 1982
First registration: Sep 23, 1993
Dual registered: no
Other names: G WEST SALTONSTALL|WESTY SALTONSTALL|GEORGE WEST SALTONSTALL
IAPD individual key: 1032290

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	Dec 13, 2022	n/a	yes	Boston, MA	Current employment
EATON VANCE WATEROAK ADVISORS	Former SEC adviser	Aug 19, 2004	Oct 11, 2022	no	BOSTON, MA	Previous registration
DWS INVESTMENT MANAGEMENT AMERICAS, INC.	Other adviser	Sep 23, 1993	Jan 12, 2004	no	BOSTON, MA	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
EATON VANCE WATEROAK ADVISORS	Corient	Oct 11, 2022	Dec 13, 2022	63	Firm change	RIA to RIA
DWS INVESTMENT MANAGEMENT AMERICAS, INC.	EATON VANCE WATEROAK ADVISORS	Jan 12, 2004	Aug 19, 2004	220	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
132047:319448:MA:2022-10-05	Oct 11, 2022	Dec 13, 2022	BOSTON, MA	Firm change

Relationships

Registered with (3)

→ CORIENTRegistered adviserregistration: current employment
Dec 13, 2022 to presentfactForm ADV
→ EATON VANCE WATEROAK ADVISORSRegistered adviserregistration: previous registration
Aug 19, 2004 to Oct 11, 2022factForm ADV
→ DWS INVESTMENT MANAGEMENT AMERICAS, INC.Registered adviserregistration: previous registration
Sep 23, 1993 to Jan 12, 2004factForm ADV

Dated events

Occurred
Oct 11, 2022
Advisor changed firm
George W Saltonstall left Eaton Vance Wateroak Advisors for Corient (registered 2022-12-13)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd76ff1c-0efe-a089-be11-177694b6f81b
First observed: Sep 23, 1993
Last observed: Sep 14, 2026 7 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.

George W Saltonstall

Advisor at CORIENT

Boston, MA

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:cd76ff1c-0efe-a089-be11-177694b6f81b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Corient

Independent wealth

Dec 13, 2022

n/a

yes

Boston, MA

Current employment

EATON VANCE WATEROAK ADVISORS

Former SEC adviser

Aug 19, 2004

Oct 11, 2022

BOSTON, MA

Previous registration

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

Other adviser

Sep 23, 1993

Jan 12, 2004

BOSTON, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EATON VANCE WATEROAK ADVISORS

Corient

Oct 11, 2022

Dec 13, 2022

Firm change

RIA to RIA

DWS INVESTMENT MANAGEMENT AMERICAS, INC.

EATON VANCE WATEROAK ADVISORS

Jan 12, 2004

Aug 19, 2004

220

Firm change

Other

Team

Left

Joined

From

Kind

132047:319448:MA:2022-10-05

Oct 11, 2022

Dec 13, 2022

BOSTON, MA

Firm change