Cory M. Shrader

BLACK CREEK WEALTH MANAGEMENT

FLEMING ISLAND, FL 32003

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CRD#: 5618406

Professional summary

Cory Matthew Shrader, CFP®, who also goes by Cory M Shrader, is a registered financial advisor currently at BLACK CREEK WEALTH MANAGEMENT, LLC located in Fleming Island, Florida.

Cory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Cory has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cory M Shrader

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 Cory Matthew Shrader'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: 2013

Experience

Current

March 5, 2021 - Present

BLACK CREEK WEALTH MANAGEMENT, LLC

Office #1: 2719 Shade Tree Drive, Fleming Island, FL 32003

RIA

CRD#: 312679

FLEMING ISLAND, FL

Past

July 19, 2019 - March 12, 2021

MADDEN ADVISORY SERVICES, INC.

RIA

CRD#: 112607

JACKSONVILLE, FL

Past

March 7, 2017 - July 15, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

Jacksonville, FL

Past

March 6, 2017 - July 15, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

Jacksonville, FL

Past

March 3, 2017 - July 15, 2019

TD AMERITRADE, INC.

CRD#: 7870

Jacksonville, FL

Past

January 13, 2017 - February 6, 2017

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

FLEMING ISLAND, FL

Past

January 1, 2010 - January 26, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

January 23, 2009 - January 26, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

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

Florida
(3/5/2021)

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: 12/23/2009

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/29/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/22/2009

General Securities Representative Examination

Current Firm

BLACK CREEK WEALTH MANAGEMENT, LLC

BLACK CREEK WEALTH MANAGEMENT, LLC | THE INVESTMENT COACH, LLC

CRD#: 312679 / SEC#:

Florida

Registered Investment Advisory firm - (3/5/2021 Approved)

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Contact information

Main Address

Fleming Island, FL

Mailing Address

Phone number

(904) 240-2930

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	108
AUM (Assets Under Management)	$ 24,925,127

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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Advisor Monitoring

Firm Stability Insights

Cory M. Shrader

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cory Matthew Shrader's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADDEN ADVISORY SERVICES, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

CAMARDA WEALTH ADVISORY GROUP

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2009

Series 63

Date: 1/29/2009

SIE

Date: 10/1/2018

Series 7

Date: 1/22/2009

Current Firm

BLACK CREEK WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLACK CREEK WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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