David S. Corman

GENERATIONS RETIREMENT GROUP

BRAINTREE, MA 02184

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CRD#: 1609785

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David S Corman

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 16, 2025 - Present

GENERATIONS RETIREMENT GROUP, LLC

Office #1: 45 Braintree Hill Office Park Suite 302, Braintree, MA 02184

RIA

CRD#: 335069

BRAINTREE, MA

Past

December 6, 2023 - July 18, 2025

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Braintree, MA

Past

July 16, 2018 - September 3, 2019

THE PATRIOT FINANCIAL GROUP, LLC

RIA

CRD#: 172470

WESTBOROUGH, MA

Past

February 8, 1993 - December 31, 1998

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

January 16, 1991 - February 22, 1993

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

Past

March 27, 1987 - June 20, 1989

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(5/16/2025)

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

State Security Law Exam

IAR

Series 65

Date: 11/13/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/18/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/26/1987

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GENERATIONS RETIREMENT GROUP, LLC

GENERATIONS ADVISORY GROUP, LLC | GENERATIONS RETIREMENT GROUP, LLC

CRD#: 335069 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/16/2025 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(781) 535-6133

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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.

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David S. Corman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

GENERATIONS RETIREMENT GROUP, LLC

AE WEALTH MANAGEMENT, LLC

THE PATRIOT FINANCIAL GROUP, LLC

NEW ENGLAND SECURITIES

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2023

Series 63

Date: 3/18/1991

Series 6

Date: 3/26/1987

Current Firm

GENERATIONS RETIREMENT GROUP, LLC

Contact information

Documents

Red Flags

Company Information

GENERATIONS RETIREMENT GROUP, LLC

TRUST BUT VERIFY

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