Corey J. Cordray

OMEGA WEALTH PRIVATE CAPITAL LLC

INDIANAPOLIS, IN 46240

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CRD#: 6004599

Professional summary

Corey James Cordray, who also goes by Corey J Cordray, Corey James Cordray, Corey Cordray, is a registered financial advisor currently at OMEGA WEALTH PRIVATE CAPITAL LLC located in Indianapolis, Indiana.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Corey has worked at 7 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corey J Cordray | Corey James Cordray | Corey Cordray

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.

Wilson Private Capital LLC, Investment Related, 7870 E. Kemper Rd., #430, Cincinnati, OH 45249, Insurance Agency, Licensed Insurance Agent, 07/01/2025, 20 HRS/MO, 0 HRS/MO during securities trading hours, Insurance Producer selling fixed annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey James Cordray'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®

None

Experience

Current

July 9, 2025 - Present

OMEGA WEALTH PRIVATE CAPITAL LLC

Office #1: 3850 Priority Way S Dr., Indianapolis, IN 46240

CRD#: 5393

INDIANAPOLIS, IN

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

Indiana
(7/9/2025)

IAR

Kentucky
(7/15/2025)

IAR

Ohio
(7/11/2025)

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 65

Date: 5/30/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/12/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/18/2012

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: 5/15/2012

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/1/2021

General Securities Principal Examination

Current Firm

OMEGA WEALTH PRIVATE CAPITAL LLC

OLSON & WILSON PRIVATE CAPITAL LLC | OMEGA WEALTH PRIVATE CAPITAL LLC

CRD#: 318012 / SEC#:

Indiana

Registered Investment Advisory firm - (11/9/2023 Approved)

Kentucky

Registered Investment Advisory firm - (7/13/2022 Approved)

Ohio

Registered Investment Advisory firm - (1/24/2022 Approved)

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Contact information

Main Address

7870 E. Kemper Road #430, Cincinnati, OH 45249

Mailing Address

Phone number

(513) 657-1072

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	427
AUM (Assets Under Management)	$ 49,028,448

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

Corey J. Cordray

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey James Cordray's CRS (Customer Relationship Summary).

Certified licenses

Experience

LBMZ SECURITIES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

EDWARD JONES

EDWARD JONES

FIFTH THIRD SECURITIES, INC.

FIFTH THIRD SECURITIES, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2024

Series 66

Date: 9/12/2014

Series 63

Date: 5/18/2012

SIE

Date: 10/1/2018

Series 7

Date: 5/15/2012

Series 24

Date: 3/1/2021

Current Firm

OMEGA WEALTH PRIVATE CAPITAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OMEGA WEALTH PRIVATE CAPITAL LLC

TRUST BUT VERIFY

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