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Corey Leong

Cambridge Investment Research Advisors, Inc.

West New York, NJ

Freehold, NJ

CRD 5911984

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Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Market timing

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

Current Employers
Cambridge Investment Research Advisors, Inc.

1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-18
TX RA APPROVED 2025-11-07
  • NJ RA
    APPROVED
    Since 2025-11-18
  • TX RA
    APPROVED
    Since 2025-11-07

Branch Locations

West New York, NJ • United States

94 Country View Dr., Freehold, NJ 07728 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research Advisors, Inc. Fairfield IA 11/2025 Present
Cocomotivator Llc West New York NJ 07/2018 Present
Bank Of America New York NY 07/2015 07/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-21
  • S65 Uniform Investment Adviser Law Examination
    2025-10-21

View on SEC IAPD

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