Stephen Albert Corbo

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

• 12/2022 → 05/2024
  Kennedy Investment Group
  West Depford, NJ
• 06/2019 → 12/2022
  Jp Morgan Chase
  Christiana, DE
• 08/2014 → 05/2019
  Villanova University
  Villanova, PA
• 06/2024 → Present
  Raymond James Financial Services, Inc.
  Woolwich Township, NJ
• 06/2024 → Present
  Fulton Bank
  Woolwich Township, NJ
• 06/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Woolwich Township, NJ

Previous Registrations

• 2023-10-31 → 2024-07-12
  Kennedy Investment Group
  West Deptford, NJ

Other Businesses

(1)Name of Business: Fulton Financial Advisors Address: 179 Kings Hwy, Woolwich Township, NJ, 08085-5039, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment sales and services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-09
• S65 Uniform Investment Adviser Law Examination
  2023-10-30