AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CC

Cosima G. Corsi

CORPORATE PARTNERS & CO.
NEW YORK, NY 10020
Some features on this profile are disabled
CRD#: 7710366
CC
Cosima Gemma CorsiCORPORATE PARTNERS & CO.

Professional summary

Cosima Gemma Corsi, who also goes by Cosima G Corsi, Cosima Corsi, Cosima Gemma Corsi, Gemma Corsi, is a registered financial professional currently at CORPORATE PARTNERS & CO. LLC located in New York, New York.

Cosima is registered as a RR (Registered Representative) and started their career in finance in 2024. Cosima has worked at 2 firms and has passed the Series 63, Series 87, Series 7TO and SIE exams.

Aliases

Cosima G Corsi | Cosima Corsi | Cosima Gemma Corsi | Gemma Corsi

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) - BD

Click below to view Cosima Gemma Corsi'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®
None

Experience

Current

July 15, 2026 - Present

CORPORATE PARTNERS & CO. LLC

Office #1: 1270 Ave Of The Americas, Suite 300, New York, NY 10020
BD
CRD#: 168356
NEW YORK, NY
Past

October 8, 2024 - July 18, 2025

BOFA SECURITIES, INC.

BD
CRD#: 283942
NEW YORK, NY

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
New York
(7/15/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 10/22/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 1/3/2025
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 7TO
Date: 10/8/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/3/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

CP
CORPORATE PARTNERS & CO. LLC
CORPORATE PARTNERS & CO. LLC | CORPORATE PARTNERS ADVISORS LLC

CRD#: 168356 / SEC#: , 8-69303

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Loading...

Contact information

Main Address
1270 Ave Of The Americas, Suite 300, New York, NY 10020
Mailing Address
1270 Ave Of The Americas, Suite 300, New York, NY 10111
Phone number
(212) 332-5820
Established
Delaware since 05/22/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CPXR, LLCMANAGING MEMBER
CORPORATE PARTNERS INVESTMENT ALLIANCE LLCMEMBER
BEATON, DANIEL STEWARTFINOP4240769
KAGAN, JONATHAN HIRAMMANAGING MEMBER & CCO1632109
WAMBOLD, ALI EDWARDMANAGING PRINCIPAL822396

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

CORPORATE PARTNERS & CO. LLC

CRD#: 168356New York, NY 10020

TRUST BUT VERIFY

Monitor Cosima Corsi

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Anthony J. Macagna
Anthony MacagnaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
PARAMUS, NJ
Nicholas Wayne Rygiel
Nicholas RygielAdvisorCheck Check Mark
PROTOCOL WEALTH, LLC
IAR
RR
Havertown, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.