Corey Livingston
CRD Number: 7286608Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Corey Livingston (CRD# 7286608) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Arch Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston, MA | Aug 2020 - Current | 3 |
| Boston College | Boston, MA | Jan 2021 - May 2021 | < 1 |
| Citizens Bank | Boston, MA | Nov 2015 - Aug 2020 | 4 |
| Middleoak Insurance | Salem, MA | Aug 2014 - Nov 2015 | 1 |
| Saint Michael's College | Colchester, VT | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CT
- TX
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Total Assets Under Management1,093,689MILLIONS
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Total Number of Accounts2,864,234ACCOUNTS
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Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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