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Inactive

Cory Robert Barel

Savant Wealth Management

Suite 260, MA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-26
IL RA APPROVED 2021-05-07
  • MA RA
    APPROVED
    Since 2026-03-26
  • IL RA
    APPROVED
    Since 2021-05-07

Branch Locations

80 William Street, Suite 260, MA 02481 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
Savant Wealth Management Rockford IL 08/2020 09/2022
Tufts University Medford MA 09/2016 05/2017
Viceroy Snowmass Hotel And Resort Snowmass Village CO 05/2017 08/2017
Tufts University Medford MA 09/2017 05/2018
Viceroy Snowmass Hotel And Resort Snowmass Village CO 05/2018 08/2018
Tufts University Medford MA 09/2018 05/2019
Savant Capital Management Rockford IL 06/2019 08/2019
Tufts University Medford MA 09/2019 05/2020
Unemployed Rockford IL 06/2020 08/2020
Savant Wealth Management Rockford IL 10/2022 Present
  • 08/2020 → 09/2022
    Savant Wealth Management
    Rockford, IL
  • 09/2016 → 05/2017
    Tufts University
    Medford, MA
  • 05/2017 → 08/2017
    Viceroy Snowmass Hotel And Resort
    Snowmass Village, CO
  • 09/2017 → 05/2018
    Tufts University
    Medford, MA
  • 05/2018 → 08/2018
    Viceroy Snowmass Hotel And Resort
    Snowmass Village, CO
  • 09/2018 → 05/2019
    Tufts University
    Medford, MA
  • 06/2019 → 08/2019
    Savant Capital Management
    Rockford, IL
  • 09/2019 → 05/2020
    Tufts University
    Medford, MA
  • 06/2020 → 08/2020
    Unemployed
    Rockford, IL
  • 10/2022 → Present
    Savant Wealth Management
    Rockford, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-16
  • S65 Uniform Investment Adviser Law Examination
    2021-04-16
Designations

View on SEC IAPD

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