CC
Corey M. Clermont
QUASAR DISTRIBUTORS
Boston, MA 02110
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CRD#: 6560071
CC
Professional summary
Corey Matthew Clermont, CFP®, who also goes by Corey Clermont, is a registered financial professional currently at QUASAR DISTRIBUTORS, LLC located in Boston, Massachusetts.
Corey is registered as a RR (Registered Representative) and started their career in finance in 2015. Corey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Corey Clermont
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) - BD
Click below to view Corey Matthew Clermont'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®
Experience
Current
August 19, 2025 - Present
QUASAR DISTRIBUTORS, LLC
Office #1: 115 Federal Street 22nd Floor, Boston, MA 02110BD
CRD#: 103848
Boston, MA
Past
January 2, 2019 - June 13, 2025
FORESIDE FUND SERVICES, LLC
BD
CRD#: 46106
Los Angeles, CA
Past
April 11, 2017 - November 13, 2018
PUTNAM INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 106629
BOSTON, MA
Past
October 16, 2015 - November 13, 2018
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP
BD
CRD#: 7325
ANDOVER, MA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
RR
Alabama(8/19/2025)
RR
Alaska(8/19/2025)
RR
Arizona(8/19/2025)
RR
Arkansas(8/19/2025)
RR
California(8/19/2025)
RR
Colorado(8/19/2025)
RR
Connecticut(8/19/2025)
RR
Delaware(8/19/2025)
RR
District of Columbia(8/19/2025)
RR
Florida(8/19/2025)
RR
Georgia(8/19/2025)
RR
Hawaii(8/19/2025)
RR
Idaho(8/19/2025)
RR
Illinois(8/19/2025)
RR
Indiana(8/19/2025)
RR
Iowa(8/19/2025)
RR
Kansas(8/19/2025)
RR
Kentucky(8/19/2025)
RR
Louisiana(8/19/2025)
RR
Maine(8/19/2025)
RR
Maryland(8/19/2025)
RR
Massachusetts(8/19/2025)
RR
Michigan(8/19/2025)
RR
Minnesota(8/19/2025)
RR
Mississippi(8/19/2025)
RR
Missouri(8/19/2025)
RR
Montana(8/19/2025)
RR
Nebraska(8/19/2025)
RR
Nevada(8/19/2025)
RR
New Hampshire(8/19/2025)
RR
New Jersey(8/19/2025)
RR
New Mexico(8/19/2025)
RR
New York(8/19/2025)
RR
North Carolina(8/19/2025)
RR
North Dakota(8/19/2025)
RR
Ohio(8/20/2025)
RR
Oklahoma(8/19/2025)
RR
Oregon(8/19/2025)
RR
Pennsylvania(8/19/2025)
RR
Rhode Island(8/19/2025)
RR
South Carolina(8/19/2025)
RR
South Dakota(8/19/2025)
RR
Tennessee(8/19/2025)
RR
Texas(8/19/2025)
RR
Utah(8/19/2025)
RR
Vermont(8/19/2025)
RR
Virginia(8/19/2025)
RR
Washington(8/19/2025)
RR
West Virginia(8/19/2025)
RR
Wisconsin(8/19/2025)
RR
Wyoming(8/19/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
QD
QUASAR DISTRIBUTORS, LLC
QUASAR DISTRIBUTORS, LLC
CRD#: 103848 / SEC#: , 8-52323
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(866) 251-6920
Established
Delaware since 01/21/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRESIDENT/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
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
QUASAR DISTRIBUTORS, LLC
CRD#: 103848Boston, MA 02110TRUST BUT VERIFY
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