AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CF

Corey F Scott

Florida·CRD #5329350
Dual-registered

Dual-registered at PUREWATER CAPITAL, LLC

Experience
19 yrs
States
3
Exams
3
Since
2007
Est. fee
AUM / Flat Fee
View profile
CG

Corey Gerard Spina

Florida·CRD #7912494
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
2 yrs
States
3
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CG

Corey G Hecht

Illinois·CRD #5623823
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
15 yrs
States
3
Exams
3
Since
2011
Est. fee
AUM / Commission / Flat Fee
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CH

Corey Han Liu

California·CRD #6274372
Dual-registered

Dual-registered at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee / Other
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CH

Corey Henry Peterson

New York·CRD #4502134
Dual-registered

Dual-registered at GREAT HILL ADVISORY

Experience
8 yrs
States
1
Exams
5
Since
2018
Fee
AUM / Flat Fee / Other
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CH

Corey Hunt Mable

Colorado·CRD #5796156
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
CH

Corey Hyman Dicker

Indiana·CRD #6551058
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
3
Exams
6
Since
2016
Est. fee
AUM / Commission / Flat Fee
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CJ

Corey Jackson Barker

Washington·CRD #5468057
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
18 yrs
States
1
Exams
3
Since
2008
Fee
AUM / Other
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CJ

Corey Jason Palazzolo

New Jersey·CRD #7696904
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CJ

Corey Jay Gallahan

Florida·CRD #7350577
Dual-registered

Dual-registered at KARPUS INVESTMENT MANAGEMENT

Experience
5 yrs
States
3
Exams
3
Since
2021
Fee
AUM
Minimum
$500k
View profile
CJ

Corey J Edwards

Texas·CRD #7503374
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Corey J Maxwell

Rhode Island·CRD #7020845
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
7 yrs
States
2
Exams
5
Since
2019
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Corey Johnson

Florida·CRD #6298176
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
3
Exams
5
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Corey Jonathan Hedges

Connecticut·CRD #6339439
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
11 yrs
States
5
Exams
4
Since
2015
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CJ

Corey Joseph Oberholtzer

Arizona·CRD #3195098
Dual-registered

Dual-registered at A.G.P / ALLIANCE GLOBAL PARTNERS

Experience
24 yrs
States
9
Exams
4
Since
2002
Est. fee
AUM / Hourly / Other
Minimum
$10k
View profile
CJ

Corey Joseph Shevlin

New Jersey·CRD #7641482
IA Rep

Investment Adviser Rep at SOUND INCOME STRATEGIES, LLC

Experience
4 yrs
States
1
Exams
1
Since
2022
Fee
AUM / Hourly / Flat Fee
Minimum
$25k
View profile
CJ

Corey J Townsend Jr

Michigan·CRD #7044917
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CK

Corey Kiewiet

Minnesota·CRD #7256913
Dual-registered

Dual-registered at SUMMIT FINANCIAL, LLC

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Flat Fee
Minimum
$100k
View profile
CK

Corey Kimble

Ohio·CRD #6243624
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
13 yrs
States
2
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CL

Corey Livingston

Connecticut·CRD #7286608
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Corey Michael Brodsky

New Jersey·CRD #4346786
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
21 yrs
States
1
Exams
5
Since
2005
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Corey Michael Cooney

Nebraska·CRD #7308998
IA Rep

Investment Adviser Rep at WEALTH MANAGEMENT

Experience
3 yrs
States
1
Exams
1
Since
2023
Est. fee
AUM / Hourly / Flat Fee
View profile
CM

Corey Michael Magliolo

Texas·CRD #4316051
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
24 yrs
States
1
Exams
3
Since
2002
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CM

Corey Moon

New York·CRD #7810484
Dual-registered

Dual-registered at ZOE FINANCIAL, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Other
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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