CS
CS

Cory Blaine Schauer

15 Years of Experience
Broker
Areas of Practice
Financial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)
Firm Size
54 advisors
Number of Clients
2,599 clients
Average Client Portfolio
$661K average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
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Location

53 State Street, Suite 1301, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ashton Thomas Securities, LLC
January 2024 - Present · 2 yrs 1 mo
Ashton Thomas Private Wealth
January 2024 - Present · 2 yrs 1 mo
Ashton Thomas Securities, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Raymond James & Associates, INC.
September 2016 - January 2024 · 7 yrs 4 mos
Raymond James & Associates, INC.Broker
September 2016 - January 2024 · 7 yrs 4 mos
Deutsche Bank Securities INC.Broker
May 2010 - September 2016 · 6 yrs 4 mos
State Registrations32 states
CACOCTDCDEFLHIIDILLAMAMDMEMIMOMTNCNHNJNVNYOKPAPRRISCSDTXVAVTVirgin IslandsWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.