Unclaimed Profile

Lionel Olivier Bey

THE RETIREMENT CORPORATION OF AMERICA·CINCINNATI, Ohio

SIE, Series 7, Series 65Clean record10 years registeredTHE RETIREMENT CORPORATION OF AMERICA

10300 ALLIANCE ROAD, CINCINNATI, OH 45242-4770CRD# 4304373Firm CRD# 105994

Profile Verification

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

Identity

Lionel Olivier Bey · CINCINNATI, OH

Registration

CRD #4304373 · THE RETIREMENT CORPORATION OF AMERICA · 10 years registered

Brand Profile

Not yet started

Career History

MBIA CAPITAL ADVISORS

Apr 2023 – present

THE RETIREMENT CORPORATION OF AMERICA

Feb 2016 – Nov 2020

Cincinnati, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · February 24, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE RETIREMENT CORPORATION OF AMERICA

CRD 105994 · SEC 801-26109

AUM

$632M

Regulatory assets under management

Employees

1,950 client accounts

Services offered by THE RETIREMENT CORPORATION OF AMERICA

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at THE RETIREMENT CORPORATION OF AMERICA →

Introduction

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Frequently Asked Questions

What services does Lionel Olivier Bey offer?

Lionel Olivier Bey specializes in Investment Management, Wealth Management. Contact their office in CINCINNATI, Ohio for a consultation.

What are Lionel Olivier Bey's credentials?

Lionel Olivier Bey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lionel Olivier Bey located?

Lionel Olivier Bey is based in CINCINNATI, Ohio, working with THE RETIREMENT CORPORATION OF AMERICA. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.

How does Lionel Olivier Bey charge for services?

Lionel Olivier Bey's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE RETIREMENT CORPORATION OF AMERICA?

THE RETIREMENT CORPORATION OF AMERICA has approximately 7 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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