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Corey Reed Macdougall

Oakbourne Advisors

West Chester, PA

Berkeley Heights, NJ

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Current Employers
Oakbourne Advisors

200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-01-31
  • PA RA
    APPROVED
    Since 2022-01-31

Branch Locations

2 West Market Street Suite 1, West Chester, PA 19382 • United States

200 Connell Drive Suite 1000, Berkeley Heights, NJ 07922 • 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
Northstar Asset Management Dba Oakbourne Advisors Hackettstown NJ 01/2021 Present
Sei Investments Distribution Co Oaks PA 10/2014 12/2020
  • 01/2021 → Present
    Northstar Asset Management Dba Oakbourne Advisors
    Hackettstown, NJ
  • 10/2014 → 12/2020
    Sei Investments Distribution Co
    Oaks, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-07-11
S63 Uniform Securities Agent State Law Examination 2015-07-01
  • S65 Uniform Investment Adviser Law Examination
    2016-07-11
  • S63 Uniform Securities Agent State Law Examination
    2015-07-01
Other Names
  • Corey Macdougall

View on SEC IAPD

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Other Offices

WEALTHCARE ADVISORY PARTNERS LLC · WEST CHESTER, PA
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WEALTHCARE ADVISORY PARTNERS LLC · Westchester, PA
WEALTHCARE CAPITAL MANAGEMENT LLC · WEST CHESTER, PA
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