Corey B. Mckiernan
Professional summary
Corey Brian Mckiernan, who also goes by Corey Brian Mc Kiernan, is a registered financial advisor currently at CHERRY CREEK FAMILY OFFICES located in Denver, Colorado.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Corey has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Corey Brian Mckiernan's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2018 - Present
CHERRY CREEK FAMILY OFFICES
Office #1: 210 University Blvd Suite 650, Denver, CO 80206March 11, 2003 - June 2, 2006
STEPHENS
September 10, 2001 - September 23, 2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CHERRY CREEK FAMILY OFFICES
CRD#: 156310 / SEC#: 801-72210
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2018)
Exams
Current Firm
CHERRY CREEK FAMILY OFFICES
CRD#: 156310 / SEC#: 801-72210
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,254 |
| AUM (Assets Under Management) | $ 1,734,705,793 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/26/2024 | ||
| 11/22/2023 | ||
| 01/30/2023 |
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.
