CB
Corey A. Boucher
CITIZENS PRIVATE WEALTH
MANCHESTER, NH 03101
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CRD#: 7480432
CB
Professional summary
Corey Adam Boucher is a registered financial advisor currently at CITIZENS PRIVATE WEALTH located in Manchester, New Hampshire and CITIZENS SECURITIES, INC. located in Manchester, New Hampshire.
Corey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Corey has worked at 2 firms and has passed the Series 63, SIE and Series 7TO exams.
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 Adam Boucher'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
December 17, 2021 - Present
CITIZENS PRIVATE WEALTH
Office #1: 900 Elm Street, Manchester, NH 03101RIA
CRD#: 106743
MANCHESTER, NH
Current
December 19, 2024 - Present
CITIZENS SECURITIES, INC.
Office #1: 900 Elm Street, Manchester, NH 03101RIA
BD
CRD#: 39550
MANCHESTER, NH
Current
November 22, 2024 - Present
CITIZENS SECURITIES, INC.
Office #1: 900 Elm Street, Manchester, NH 03101RIA
BD
CRD#: 39550
MANCHESTER, NH
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".
CP
CITIZENS PRIVATE WEALTH
CITIZENS PRIVATE CLIENT | ESTATE PRESERVATION SERVICES, LLC | CLARFELD FINANCIAL ADVISORS, LLC | CLARFELD FINANCIAL ADVISORS INC | CLARFELD | CITIZENS PRIVATE WEALTH
CRD#: 106743 / SEC#: 801-40835
RIA
Registered Investment Advisory firm - (2/20/1992 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
RR
Arizona(2/24/2025)
RR
California(2/24/2025)
IAR
California(2/24/2025)
RR
Florida(2/24/2025)
IAR
Florida(2/25/2025)
RR
Maine(2/7/2025)
IAR
Maine(2/14/2025)
RR
Massachusetts(2/7/2025)
IAR
New Hampshire(12/17/2021)
RR
New Hampshire(12/18/2024)
RR
Oregon(2/24/2025)
IAR
Oregon(2/24/2025)
RR
Vermont(2/7/2025)
IAR
Vermont(2/11/2025)
RR
Washington(2/24/2025)
IAR
Washington(2/24/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/2/2024
General Securities Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
CP
CITIZENS PRIVATE WEALTH
CITIZENS PRIVATE CLIENT | ESTATE PRESERVATION SERVICES, LLC | CLARFELD FINANCIAL ADVISORS, LLC | CLARFELD FINANCIAL ADVISORS INC | CLARFELD | CITIZENS PRIVATE WEALTH
CRD#: 106743 / SEC#: 801-40835
RIA
Registered Investment Advisory firm - (2/20/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
520 White Plains Road 3rd Floor, Tarrytown, NY 10591
Mailing Address
Phone number
(914) 846-0100
Established
Firm type
Fiscal year end
# of Employees
200
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 7,846 |
| AUM (Assets Under Management) | $ 12,182,945,000 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 07/28/2023 | ||
| 10/28/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CITIZENS PRIVATE WEALTH
CRD#: 106743Manchester, NH 03101TRUST BUT VERIFY
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