Jeffrey Corey (CRD# 5853613) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has over 13 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Mutual Securities Inc. | Camarillo, CA | Mar 2018 - Current | 6 |
Claro Advisors LLC | Boston, MA | Mar 2018 - Current | 6 |
Stifel Nicolaus & Co Inc. | Boston, MA | Nov 2014 - Mar 2018 | 3 |
Ubs Financial Services Inc. | Boston, MA | Nov 2011 - Nov 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2011 |
- MA
-
Total Assets Under Management1,020MILLIONS
-
Total Number of Accounts3,282ACCOUNTS
-
Average Account Value$310,676
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT, WA
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