Cory Matthew Shrader

Employer firm

Black Creek Wealth Management, LLC CRD 312679

$33.9M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 11/2008 → 01/2017
  Fidelity Brokerage Services Llc
  Jacksonville, FL
• 01/2017 → 01/2017
  Camarda Wealth Group
  Fleming Island, FL
• 02/2018 → 07/2019
  Td Ameritrade, Inc.
  Jacksonville, FL
• 07/2019 → 03/2021
  Madden Advisory Services, Inc.
  Jacksonville, FL
• 01/2010 → 01/2017
  Strategic Advisers, Inc.
  Jacksonville, FL
• 03/2017 → 07/2019
  Td Ameritrade Investment Management, Llc
  Jacksonville, FL
• 11/2009 → 12/2017
  Fidelity Investments
  Jacksonville, FL
• 01/2021 → Present
  Black Creek Wealth Management, Llc
  Fleming Island, FL

Previous Registrations

• 2019-07-19 → 2021-03-12
  Madden Advisory Services, Inc.
  Jacksonville, FL
• 2017-03-06 → 2019-07-15
  Td Ameritrade, Inc.
  Jacksonville, FL
• 2017-03-07 → 2019-07-15
  Td Ameritrade Investment Management, Llc
  Ponte Vedra, FL
  Jacksonville, FL
• 2017-01-13 → 2017-02-06
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 2010-01-01 → 2017-01-26
  Strategic Advisers Llc
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2009-12-23
• S63 Uniform Securities Agent State Law Examination
  2009-01-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Cory M Shrader