Corey M. Ernisse

KICKSTAND WEALTH ADVISORS

Pittsford, NY 14534

Some features on this profile are disabled

CRD#: 6413140

Professional summary

Corey M Ernisse, who also goes by Corey Ernisse, Corey Ernisse, is a registered financial advisor currently at KICKSTAND WEALTH ADVISORS located in Pittsford, New York.

Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Corey has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Corey Ernisse | Corey Ernisse

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 M Ernisse'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®

None

Experience

Current

September 3, 2023 - Present

KICKSTAND WEALTH ADVISORS

Office #1: 1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534

RIA

CRD#: 327022

Pittsford, NY

Past

January 26, 2022 - September 6, 2023

TRUCLARITY WEALTH ADVISORS

RIA

CRD#: 305145

Rochester, NY

Past

April 22, 2020 - August 19, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Pittsford, NY

Past

April 22, 2020 - August 19, 2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Pittsford, NY

Past

February 9, 2015 - June 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PITTSFORD, NY

Past

January 7, 2015 - June 20, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PITTSFORD, NY

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".

KICKSTAND WEALTH ADVISORS

KICKSTAND VENTURES, LLC | KICKSTAND WEALTH ADVISORS

CRD#: 327022 / SEC#: 801-128193

RIA

Registered Investment Advisory firm - (6/16/2023 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

New York
(9/3/2023)

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: 2/6/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/7/2015

General Securities Representative Examination

Current Firm

KICKSTAND WEALTH ADVISORS

KICKSTAND VENTURES, LLC | KICKSTAND WEALTH ADVISORS

CRD#: 327022 / SEC#: 801-128193

RIA

Registered Investment Advisory firm - (6/16/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1250 Pittsford Victor Rd., Bldg. 200, Suite 290, Pittsford, NY 14534

Mailing Address

Phone number

(585) 382-8600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KICKSTAND VENTURES ADV PART 2A 3/20/25 (3/20/2025)

Regulatory assets under management

Total Number of Accounts	1,710
AUM (Assets Under Management)	$ 528,360,757

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.

Similar Advisors

Mark Downey

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Rochester, NY

Donald Devitto

RBC CAPITAL MARKETS, LLC

IAR

Rochester, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Corey M. Ernisse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Corey M Ernisse's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUCLARITY WEALTH ADVISORS

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

KICKSTAND WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 2/6/2015

SIE

Date: 6/20/2018

Series 7

Date: 1/7/2015

Current Firm

KICKSTAND WEALTH ADVISORS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KICKSTAND WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors