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CG

Corey C. Golden

FARTHER
Pittston, PA 18640
Some features on this profile are disabled
CRD#: 4766445
CG

Professional summary

Corey Charles Golden, CFP®, who also goes by Corey C Golden, Corey Golden, is a registered financial advisor currently at FARTHER located in Pittston, Pennsylvania.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Corey has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Corey C Golden | Corey Golden

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 Corey Charles Golden'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

March 25, 2026 - Present

FARTHER

Office #1: 2 S Main St. Suite 400, Pittston, PA 18640
RIA
CRD#: 302050
Pittston, PA
Past

January 23, 2019 - March 27, 2026

GOLDEN WEALTH MANAGEMENT

RIA
CRD#: 299522
PITTSTON, PA
Past

January 18, 2019 - April 2, 2026

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Pittston, PA
Past

September 25, 2009 - January 30, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
WILKES-BARRE, PA
Past

September 25, 2009 - January 30, 2019

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
WILKES-BARRE, PA
Past

March 9, 2009 - September 25, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PLAINS, PA
Past

July 14, 2006 - September 25, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PLAINS, PA
Past

March 9, 2005 - July 17, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SCRANTON, PA
Past

April 26, 2004 - July 17, 2006

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SCRANTON, PA
Past

March 23, 2004 - April 20, 2004

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
BOSTON, MA

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".
FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 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
Pennsylvania
(3/25/2026)
IAR
Texas
(3/25/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/4/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/12/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/19/2004
General Securities Representative Examination

Current Firm

FA
FARTHER
BELLINGHAM CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | NORTH SISTER WEALTH | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FORTRESS WEALTH MANAGEMENT, INC. | FARTHER FINANCE ADVISORS, LLC | FARTHER | CROOKED TREE CAPITAL ADVISORS

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
PREMIUM
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

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

FARTHER

CRD#: 302050Pittston, PA 18640

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