Corey Loy Oliver

Employer firm

Camarda Wealth Advisory Group CRD 113784

$315M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2012 → 10/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayzata, MN
• 01/2022 → 10/2023
  Bank Of America, N.A.
  Wayzata, MN
• 06/2024 → Present
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 10/2023 → 02/2024
  Unemployed
  Fernandina Beach, FL
• 03/2024 → 05/2024
  Nassau County Schools
  Fernandina Beach, FL

Previous Registrations

• 2018-01-12 → 2023-10-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  New York, NY
  New York, NY
  New York, NY
  Jacksonville, FL
  Pennington, NJ
  Wayzata, MN

Exams

• S66 Uniform Combined State Law Examination
  2017-11-21