CM
CFA
CM
CFA

Corey Marty

12 Years of Experience
Cincinnati, OH
Broker

Corey Marty is a CFA-designated registered investment advisor at Raymond James & Associates, INC., based in Cincinnati, OH, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

201 E 5th Street, Suite 2500, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
September 2025 - Present · 1 yr
Raymond James & Associates, INC.Broker
September 2025 - Present · 1 yr
Previous Registrations
RBC Capital Markets, LLCBroker
April 2013 - April 2025 · 12 yrs
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Corey Marty - Financial Advisor | TrueAdvisor