Unclaimed Profile

Corey Marshall Bird

ROWLAND CARMICHAEL ADVISORS INC·SCOTTSDALE, Arizona

Series 6, Series 7, Series 63, Series 66Clean record20 years registeredROWLAND CARMICHAEL ADVISORS INC

6720 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ 85253-4426CRD# 4588004Firm CRD# 105766

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Corey Marshall Bird · SCOTTSDALE, AZ

Registration

CRD #4588004 · ROWLAND CARMICHAEL ADVISORS INC · 20 years registered

Brand Profile

Not yet started

Career History

FORTITUDE FAMILY OFFICE

Aug 2024 – present

MERCER GLOBAL ADVISORS INC.

Feb 2021 – Feb 2023

Scottsdale, AZ

ROWLAND CARMICHAEL ADVISORS INC

Dec 2007 – Mar 2021

SCOTTSDALE, AZ

PIPER JAFFRAY & CO.

Jan 2006 – Aug 2006

KENNEWICK, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 6, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROWLAND CARMICHAEL ADVISORS INC

CRD 105766 · SEC 801-31188

AUM

$266M

Regulatory assets under management

Employees

589 client accounts

Services offered by ROWLAND CARMICHAEL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROWLAND CARMICHAEL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Corey Marshall Bird offer?

Corey Marshall Bird specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Corey Marshall Bird's credentials?

Corey Marshall Bird is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Corey Marshall Bird located?

Corey Marshall Bird is based in SCOTTSDALE, Arizona, working with ROWLAND CARMICHAEL ADVISORS INC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Corey Marshall Bird charge for services?

Corey Marshall Bird's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROWLAND CARMICHAEL ADVISORS INC?

ROWLAND CARMICHAEL ADVISORS INC has approximately 7 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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