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Corey Charles Golden

GOLDEN WEALTH MANAGEMENT LLC·PITTSTON, Pennsylvania
SIE, Series 7, Series 63, Series 65CFPClean record21 years registeredGOLDEN WEALTH MANAGEMENT LLC
2 SOUTH MAIN STREET, PITTSTON, PA 18640CRD# 4766445Firm CRD# 299522

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Corey Charles Golden · PITTSTON, PA
Registration
CRD #4766445 · GOLDEN WEALTH MANAGEMENT LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

FARTHER
Mar 2026 – present
GOLDEN WEALTH MANAGEMENT
Jan 2019 – Mar 2026
PITTSTON, PA
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Sep 2009 – Jan 2019
WILKES-BARRE, PA
UBS FINANCIAL SERVICES INC.
Mar 2009 – Sep 2009
PLAINS, PA
WACHOVIA SECURITIES, LLC
Mar 2005 – Jul 2006
SCRANTON, PA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · March 9, 2005
Years registered · 21
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GOLDEN WEALTH MANAGEMENT LLC
CRD 299522 · SEC 801-117113
AUM
$127M
Regulatory assets under management
Employees
4
612 client accounts
Services offered by GOLDEN WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GOLDEN WEALTH MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Corey Charles Golden offer?
Corey Charles Golden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PITTSTON, Pennsylvania for a consultation.
What are Corey Charles Golden's credentials?
Corey Charles Golden holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Corey Charles Golden located?
Corey Charles Golden is based in PITTSTON, Pennsylvania, working with GOLDEN WEALTH MANAGEMENT LLC. Their office serves clients in the PITTSTON metropolitan area and surrounding communities.
How does Corey Charles Golden charge for services?
Corey Charles Golden's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GOLDEN WEALTH MANAGEMENT LLC?
GOLDEN WEALTH MANAGEMENT LLC has approximately 4 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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PITTSTON, PA

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