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RC

Robert J. Corey

STEWARDSHIP FINANCIAL PLAINNING
READFIELD, ME
Some features on this profile are disabled
CRD#: 4482727
RC

Professional summary

Robert Joseph Corey, CFP®, who also goes by Robert Joesph Corey, is a registered financial advisor currently at STEWARDSHIP FINANCIAL PLAINNING, LLC located in Readfield, Maine.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Joesph Corey

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Corey'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®
CFP®

Certified Financial Planner

Start date: 2001

Experience

Current

September 25, 2002 - Present

STEWARDSHIP FINANCIAL PLAINNING, LLC

RIA
CRD#: 117826
READFIELD, ME

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
Maine
(9/25/2002)

Exams

Current Firm

SF
STEWARDSHIP FINANCIAL PLAINNING, LLC
STEWARDSHIP FINANCIAL PLAINNING, LLC | STEWARDSHIP FINANCIAL PLANNING, LLC

CRD#: 117826 / SEC#:

Maine
Registered Investment Advisory firm - (1/9/2002 Approved)
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Contact information

Main Address
Readfield, ME
Mailing Address
Phone number
(207) 458-7675
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts120
AUM (Assets Under Management)$ 56,000,000

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.

Company Information

STEWARDSHIP FINANCIAL PLAINNING, LLC

CRD#: 117826Readfield, ME

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