Corey Michael Cohee

Employer firm

Thrive Capital Management, LLC CRD 281347

$657M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 08/2019
  Tiaa
  Newark, DE
• 07/2019 → 07/2020
  Cohee Family Office
  West Chester, PA
• 07/2020 → 01/2022
  Edward Jones
  Saint Louis, MO
• 01/2022 → 12/2024
  Clarfeld Financial Advisors
  Tarrytown, NY
• 01/2022 → 01/2025
  Citizens Securities, Inc.
  Glen Mills, PA
• 01/2026 → Present
  Thrive Capital Management, Llc
  Fort Washington, PA
• 01/2025 → 12/2025
  Sabbatical
  West Chester, PA

Previous Registrations

• 2022-03-02 → 2024-12-09
  Citizens Securities, Inc.
  Doylestown, PA
  Conshohocken, PA
  Conshohocken, PA
  Woburn, MA
  Glen Mills, PA
• 2022-03-23 → 2024-12-09
  Citizens Private Wealth
  Fort Washington, PA
  Tarrytown, NY
  Glen Mills, PA
• 2020-07-10 → 2022-01-11
  Edward Jones
  West Chester, PA
  Wilmington, DE
  Wilmington, DE
• 2015-06-05 → 2019-08-23
  Tiaa-Cref Individual & Institutional Services, Llc
  Philadelphia, PA
  Newark, DE
• 2014-10-20 → 2015-05-20
  Harrisdirect Llc
  King Of Prussia, CA
  Arlington, VA
• 2012-10-15 → 2014-10-10
  Strategic Advisers Llc
  Philadelphia, PA
  King Of Prussia, PA

Exams

• S66 Uniform Combined State Law Examination
  2012-10-13
• S63 Uniform Securities Agent State Law Examination
  2002-11-22

Designations

• Certified Financial Planner

Other Names

• Corey M Cohee
• Corey Michael Cohee