Unclaimed Profile

Stanley Benson Corey

C5 WEALTH MANAGEMENT, LLC·GREAT FALLS, Virginia

Series 6, Series 7, Series 22, Series 6322 years registeredC5 WEALTH MANAGEMENT, LLC

746 WALKER ROAD, GREAT FALLS, VA 22066CRD# 1001577Firm CRD# 142430

Profile Verification

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

Identity

Stanley Benson Corey · GREAT FALLS, VA

Registration

CRD #1001577 · C5 WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: C5 WEALTH MANAGEMENT, LLC

UNITED CAPITAL FINANCIAL ADVISERS

Jul 2013 – Sep 2018

GREAT FALLS, VA

C5 WEALTH MANAGEMENT, LLC

Nov 2006 – Jul 2013

GREAT FALLS, VA

GREAT FALLS FINANCIAL SERVICES, LTD.

Dec 2003 – Mar 2007

GREAT FALLS, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · December 12, 2003

Years registered · 22

Disclosure History

2006Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

C5 WEALTH MANAGEMENT, LLC

CRD 142430 · SEC 801-67336

AUM

$207M

Regulatory assets under management

Employees

1,212 client accounts

Services offered by C5 WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at C5 WEALTH MANAGEMENT, LLC →

Introduction

Speak with Stanley

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stanley is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREAT FALLS?

Browse all registered financial advisors in GREAT FALLS, Virginia or claim this profile if it's yours.

Browse GREAT FALLS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stanley Benson Corey offer?

Stanley Benson Corey specializes in Investment Management, Wealth Management.

What are Stanley Benson Corey's credentials?

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

Where is Stanley Benson Corey located?

Stanley Benson Corey is based in GREAT FALLS, Virginia, last registered with C5 WEALTH MANAGEMENT, LLC.

How does Stanley Benson Corey charge for services?

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

How large is C5 WEALTH MANAGEMENT, LLC?

C5 WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →