AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
DC

David Scott Corman

GENERATIONS RETIREMENT GROUP
BRAINTREE, MA
·CRD# 1609785·39 years experience

Professional Summary

David Scott Corman, who also goes by David S Corman, is a registered financial advisor currently at GENERATIONS RETIREMENT GROUP, LLC located in Braintree, Massachusetts. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. David has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

David S Corman

Blog Corner

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
View profile
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Years of Experience

39 years in the financial services industry

Current & Past Employments

GENERATIONS RETIREMENT GROUP, LLC·CRD# 335069
RIA
45 Braintree Hill Office Park Suite 302, Braintree, MA 02184
May 16, 2025 - Present
AE WEALTH MANAGEMENT, LLC·CRD# 282580
RIA
Braintree, MA
December 6, 2023 - July 18, 2025
THE PATRIOT FINANCIAL GROUP, LLC·CRD# 172470
RIA
Westborough, MA
July 16, 2018 - September 3, 2019
NEW ENGLAND SECURITIES·CRD# 615
BD
New York, NY
February 8, 1993 - December 31, 1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC.·CRD# 611
BD
Omaha, NE
January 16, 1991 - February 22, 1993
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
March 27, 1987 - June 20, 1989

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Current Firm

GR
GENERATIONS RETIREMENT GROUP, LLC

GENERATIONS ADVISORY GROUP, LLC | GENERATIONS RETIREMENT GROUP, LLC

CRD#: 335069
Massachusetts
Registered Investment Advisory firm - Massachusetts (5/16/2025 Approved)
Texas
Registered Investment Advisory firm - Texas (12/5/2025 Conditional Restricted)

Contact Information

Main Address

45 Braintree Hill Office Park Suite 302, Braintree, MA 02184

Phone Number

(781) 535-6133

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

194

AUM (Assets Under Management)

$37,688,215

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.) Generations Retirement Group LLC; Yes Investment Related; 45 Braintree Hill Office Park Suite 302, Braintree MA 02184; Insurance Sales; Owner; 01/2011; Approx. 90 hours a month; Approx. 90 hours per month during trading; Insurance Sales and Services.

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Massachusetts
(5/16/2025)
IAR
Texas
(12/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Nov 2023About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1991About the Series 63 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Mar 1987About the Series 6 exam

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view David Scott Corman's CRS (Customer Relationship Summary).

Similar Advisors

Martin Lee Robbins II
Martin Lee Robbins II

AMERIPRISE FINANCIAL SERVICES, LLC

Norwell, MA · CRD#
Julian Brett Morris
Julian Brett Morris

LPL FINANCIAL LLC

BOSTON, MA · CRD#
TR
Tamara Kaila Rose

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BOSTON, MA · CRD#
DC
Follow David
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required