UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
9yrs
Brian Cloud has worked in the financial industry for 9 years and is a financial advisor based in Dallas, Texas. Brian has been with Corient since 2022; before that, Brian spent five years at RGT Wealth Advisors. Brian holds the CFP® designation.
At a glance
Experience9 years (since 2018)
How that compares ?9 years in the industry
Office5950 Sherry Lane Suite 600, Dallas, TX 75225
FirmCorient
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$6.07 million
Advisors at the firm653
States licensed ?1 state
Services through Corient
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowCorientCurrent firm
- 2018 – 2023RGT Wealth AdvisorsPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Corient at (305) 735-2020 and ask for Brian Cloud. Brian works from the Dallas, TX office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2018, about 9 years. 9 years in the industry.
What licenses does Brian hold?
No exams are listed on the official record.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Corient reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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