CR
Cort C. Rogers
MASONBORO ADVISORS
Wilmington, NC 28403
Some features on this profile are disabled
CRD#: 7745825
CR
Professional summary
Cort Carlton Rogers is a registered financial advisor currently at MASONBORO ADVISORS located in Wilmington, North Carolina.
Cort is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Cort has worked at 1 firm and has passed the Series 65 exam.
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.
1. SAG-AFTRA; NON-INVESTMENT RELATED; 5757 Wilshire Blvd., 7th Floor, Los Angeles, CA 90036; INDEPENDENT STUNTMAN; START 05/2018; 8HRS/MO; 0HRS DURING TRADING HOURS; OCCASIONAL CONTRACT STUNT WORK ON MOVIE PRODUCTION SETS. 2. JOHN T. HOGGARD HIGH SCHOOL; NON-INVESTMENT RELATED; 4305 Shipyard Blvd, Wilmington, NC 28403; LACROSSE COACH; START 04/2023; 24HRS/MO; 0HRS DURING TRADING HOURS; HEAD COACH OF HIGH SCHOOL LACROSSE TEAM.
CRS (Client Relationship Summary) - RIA
Click below to view Cort Carlton Rogers'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 8, 2023 - Present
MASONBORO ADVISORS
Office #1: 5815 Oleander Drive Suite 260, Wilmington, NC 28403RIA
CRD#: 145151
Wilmington, NC
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".
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)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
California(12/8/2023)
IAR
Georgia(1/5/2024)
IAR
North Carolina(6/8/2023)
Current Firm
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5815 Oleander Drive Suite 260, Wilmington, NC 28403
Mailing Address
Phone number
(910) 742-0509
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 505 |
| AUM (Assets Under Management) | $ 155,941,918 |
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.
