Corey Cohee, financial advisor Newark DE
73 score

Corey Cohee

CRD Number: 4557817
Current Firm: Advice And Planning Services

Corey Cohee (CRD# 4557817) is an Investment Advisor Representative working at Advice And Planning Services in Newark, DE and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Newark, DE May 2015 - Current 1
Tiaa-cref Individual & Institutional Services, LLC Newark, DE May 2015 - Current 1
E*trade Securities LLC King Of Prussia, PA Oct 2014 - May 2015 < 1
E*trade Capital Management LLC King Of Prussia, PA Oct 2014 - May 2015 < 1
Fidelity Brokerage Services LLC Philadelphia, PA Aug 2012 - Oct 2014 2
The Vanguard Group, Inc. Malvern, PA Feb 2004 - Aug 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
S66 NASAA Uniform Combined State Law Examination Oct 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Corey M. Cohee
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
73

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