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MC

Michael E. Corley

CORA CAPITAL ADVISORS
Marlton, NJ 08053
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CRD#: 6470563
MC

Professional summary


Michael E Corley is a registered financial advisor currently at CORA CAPITAL ADVISORS located in Marlton, New Jersey and OSAIC WEALTH, INC. located in Marlton, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Michael has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
Cora Capital Assurance - Marlton NJ non-investment related; insurance broker; insurance sales; 04/2015; 5 hours per month; 5 hours per month during trading hours. Cora Capital Advisors- Marlton, NJ 08053 SEC Registered Investment Advisor, Investment Related, Start Date 3/22, IAR 100 Hours devoted per month, 100 Hours devoted during market hours. American Portfolios Financials Services, Inc. - Investment Related - Marlton NJ - Broker-Dealer - Registered Representative - 04/2015 - Appx. 10 Hrs/Mnth.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael E Corley'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

March 29, 2022 - Present

CORA CAPITAL ADVISORS

Office #1: 4 Eves Drive Suite B100, Marlton, NJ 08053
RIA
CRD#: 318134
Marlton, NJ
Current

October 11, 2024 - Present

OSAIC WEALTH, INC.

Office #1: 4b Eves Drive Suite 100, Marlton, NJ 08053
RIA
BD
CRD#: 23131
MARLTON, NJ
Past

January 6, 2021 - December 31, 2022

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

August 26, 2019 - October 11, 2024

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
MARLTON, NJ

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".
CC
CORA CAPITAL ADVISORS
CORA CAPITAL ADVISORS | CORA CAPITAL ADVISORS LLC

CRD#: 318134 / SEC#: 801-123101

RIA
Registered Investment Advisory firm - (1/21/2022 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
New Jersey
(3/29/2022)
RR
New Jersey
(10/11/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/26/2019
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CC
CORA CAPITAL ADVISORS
CORA CAPITAL ADVISORS | CORA CAPITAL ADVISORS LLC

CRD#: 318134 / SEC#: 801-123101

RIA
Registered Investment Advisory firm - (1/21/2022 Approved)
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Contact information


Main Address
4 Eves Drive Suite B100, Marlton, NJ 08053
Mailing Address
Phone number
(856) 513-8600
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (15 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

CORA CAPITAL ADVISORS DISCLOSURE BROCHURE (9/19/2025)

Regulatory assets under management


Total Number of Accounts1,755
AUM (Assets Under Management)$ 587,524,745

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2025
Cover Page
07/29/2024
01/10/2024
02/28/2023

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


CORA CAPITAL ADVISORS

CRD#: 318134Marlton, NJ 08053

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