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Corey S Stein

Captrust

Newton, MA

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-04-19
  • MA RA
    APPROVED
    Since 2023-04-19

Branch Locations

Two Newton Executive Park 2227 Washington Street, Suite 202, Newton, MA 02462 • 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
Aevitas Wealth Management, Inc. Wellesley MA 07/2016 03/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 03/2023 Present
  • 07/2016 → 03/2023
    Aevitas Wealth Management, Inc.
    Wellesley, MA
  • 03/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2017-07-10 → 2023-05-18
    Aevitas Wealth Management, Inc.
    Wellesley Hills, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-06
S63 Uniform Securities Agent State Law Examination 2012-01-30
  • S65 Uniform Investment Adviser Law Examination
    2017-07-06
  • S63 Uniform Securities Agent State Law Examination
    2012-01-30

View on SEC IAPD

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