Corey Schaul, financial advisor Sarasota FL
93 score

Corey Schaul

CRD Number: 5502836
Current Firm: Ameriprise Financial Services, Inc.

Corey Schaul (CRD# 5502836) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Sarasota, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Sarasota, FL Jan 2016 - Current < 1
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jan 2016 1
Morgan Stanley Smith Barney Sarasota, FL Oct 2011 - Jan 2016 4
Ausdal Financial Partners, Inc. Davenport, IA Aug 2009 - Sep 2011 2
Nadler Financial Deerfield, IL Aug 2007 - Sep 2011 4
Waterstone Financial Group Itasca, IL Mar 2008 - Aug 2009 1
Richard King (cbot) Chicago, IL Apr 2006 - Aug 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Corey D. Schaul
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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