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Stanley Benson Corey

C5 WEALTH MANAGEMENT, LLC·GREAT FALLS, Virginia
Clean recordC5 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stanley Benson Corey is a registered financial advisor based in GREAT FALLS, Virginia, affiliated with C5 WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
C5 WEALTH MANAGEMENT, LLC
C5 WEALTH MANAGEMENT, LLC
AUM
$207M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at C5 WEALTH MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1001577
Firm CRD# 142430
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stanley Benson Corey offer?
Stanley Benson Corey specializes in Investment Management, Wealth Management. Contact their office in GREAT FALLS, Virginia for a consultation.
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, working with C5 WEALTH MANAGEMENT, LLC. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.
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.
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