Corey M. Bird

FORTITUDE FAMILY OFFICE

SCOTTSDALE, AZ 85256

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CRD#: 4588004

Professional summary

Corey Marshall Bird, CFP®, who also goes by Corey Bird, is a registered financial advisor currently at FORTITUDE FAMILY OFFICE located in Scottsdale, Arizona.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Corey has worked at 5 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corey Bird

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. United States Army Reserve; Investment related: No; Location of the business: Washington D.C.; Description of the business: Reserve Officer in the Army; Position Title: MAJ (P); Responsibilities Duties: Command FxSP for Economic Warfare; Start date with business: 2002-02-14; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 5; Will an IRS form for income earned be received: Yes. 2. 1888 Gold Buckle Club Prescott Rodeo Committee; Is the business investment related: No; Location of the business: 840 Rodeo Dr, Prescott, AZ 86305; Description of the business: Support the Prescott Frontier Days Committee; Position Title: Treasurer; Start date with business: 2021-06-01; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Marshall Bird's CRS (Customer Relationship Summary).

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: 2009

Experience

Current

August 27, 2024 - Present

FORTITUDE FAMILY OFFICE

Office #1: 7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256

RIA

CRD#: 317615

SCOTTSDALE, AZ

Past

February 4, 2021 - February 2, 2023

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Scottsdale, AZ

Past

December 12, 2007 - March 30, 2021

ROWLAND CARMICHAEL ADVISORS INC

RIA

CRD#: 105766

SCOTTSDALE, AZ

Past

January 6, 2006 - August 17, 2006

PIPER SANDLER & CO.

RIA

CRD#: 665

KENNEWICK, WA

Past

January 1, 2006 - August 17, 2006

PIPER SANDLER & CO.

CRD#: 665

KENNEWICK, WA

Past

June 18, 2003 - March 23, 2004

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE | FORTITUDE FAMILY OFFICE, LLC

CRD#: 317615 / SEC#: 801-122907

RIA

Registered Investment Advisory firm - (12/21/2021 Approved)

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

Arizona
(8/29/2024)

IAR

Texas
(8/27/2024)

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 66

Date: 1/5/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/3/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/23/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/1/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE | FORTITUDE FAMILY OFFICE, LLC

CRD#: 317615 / SEC#: 801-122907

RIA

Registered Investment Advisory firm - (12/21/2021 Approved)

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Contact information

Main Address

7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256

Mailing Address

Phone number

(602) 834-0089

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORTITUDE FAMILY OFFICE ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts	781
AUM (Assets Under Management)	$ 893,717,216

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/24/2025	Cover Page	Report
08/27/2024	Cover Page	Report
06/26/2023	Cover Page	Report

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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Corey M. Bird

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey Marshall Bird's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

ROWLAND CARMICHAEL ADVISORS INC

PIPER SANDLER & CO.

PIPER SANDLER & CO.

WOODBURY FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FORTITUDE FAMILY OFFICE

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2006

Series 63

Date: 1/3/2003

Series 7

Date: 12/23/2005

Series 6

Date: 3/1/2003

Current Firm

FORTITUDE FAMILY OFFICE

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FORTITUDE FAMILY OFFICE

TRUST BUT VERIFY

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