CC
Corey J. Callais
CALLAIS CAPITAL MANAGEMENT
THIBODAUX, LA 70301
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CRD#: 6535632
CC
Professional summary
Corey Joseph Callais is a registered financial advisor currently at CALLAIS CAPITAL MANAGEMENT, LLC located in Thibodaux, Louisiana.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Corey has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Corey Joseph Callais'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®
NoneExperience
Current
June 27, 2016 - Present
CALLAIS CAPITAL MANAGEMENT, LLC
Office #1: 102 St. Louis Street Suite 2, Thibodaux, LA 70301RIA
CRD#: 226511
THIBODAUX, LA
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
Louisiana(6/27/2016)
Exams
Current Firm
CC
CALLAIS CAPITAL MANAGEMENT, LLC
CALLAIS CAPITAL MANAGEMENT, LLC
CRD#: 226511 / SEC#:
Louisiana
Registered Investment Advisory firm - (4/28/2016 Approved)PREMIUM
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Contact information
Main Address
102 St. Louis Street Suite 2, Thibodaux, LA 70301
Mailing Address
Po Box 584, Thibodaux, LA 70302
Phone number
(985) 492-2323
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 63,509,406 |
Red Flags
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Company Information
CALLAIS CAPITAL MANAGEMENT, LLC
CRD#: 226511Thibodaux, LA 70301TRUST BUT VERIFY
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