Cory P. Reader
Professional summary
Cory Phillip Reader is a registered financial advisor currently at BROGAN ASSET MANAGEMENT, LLC located in Blythe , California.
Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Cory has worked at 5 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cory Phillip Reader's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2026 - Present
BROGAN ASSET MANAGEMENT, LLC
September 4, 2024 - October 7, 2024
EXEMPLAR WEALTH ADVISORS, LLC
June 29, 2017 - June 15, 2023
OMNIA CAPITAL MANAGEMENT, INC.
June 1, 2009 - July 3, 2017
MORGAN STANLEY
June 1, 2009 - July 3, 2017
MORGAN STANLEY
June 27, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
June 6, 2005 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2026)
Exams
Series 7TO
Date: 9/16/2024
General Securities Representative ExaminationCurrent Firm
BROGAN ASSET MANAGEMENT, LLC
CRD#: 336800 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 500,000 |
Red Flags
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