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Cory Matthew Large

Investment Adviser Representative at ANCHOR BAY PRIVATE WEALTH LLC

Carlsbad, CACRD #7553891Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Cory Matthew Large has worked in the securities industry since 2024. They are registered to provide investment advisory services in California and Washington.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
CaliforniaWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/28/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
$0 - $250,0001.25%
$250,001 - $500,0001.10%
$500,001 - $3,000,0001.00%
$3,000,001 - $5,000,0000.90%
Over $5,000,000
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Anchor BAY Private Wealth LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ANCHOR BAY CAPITAL, INC.Current
12/18/2024Carlsbad, CA
ANCHOR BAY PRIVATE WEALTH LLCCurrent
12/18/2024Carlsbad, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ANCHOR BAY PRIVATE WEALTH LLC

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View ANCHOR BAY PRIVATE WEALTH LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cory Matthew Large has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Cory Matthew Large - Financial Advisor in Carlsbad, CA | AdvisorFinder