Corey J Edwards

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 02/2022 → 12/2024
  First Command Financial Services
  Fort Worth, TX
• 10/2021 → 02/2022
  Amazon Air Kafw
  Haslet, TX
• 06/2018 → 09/2023
  United States Marine Corp
  Quantico, VA
• 09/2017 → 06/2018
  Montro Protection Services
  New York, NY
• 02/2016 → 09/2017
  Ymca Of Greater New York
  Bronx, NY
• 06/2006 → 09/2017
  Nyc Dept Of Parks And Recreation
  Manhattan, NY
• 12/2024 → 03/2026
  Northwestern Mutual
  Milwaukee, WI
• 03/2025 → 06/2026
  Heart Of America Investment Services
  Haslet, TX
• 06/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 07/2026 → Present
  Bank Of America, N.A.
  Fort Worth, TX

Previous Registrations

• 2025-07-01 → 2026-03-30
  Northwestern Mutual Investment Services, Llc
  Milwaukee, WI
  Haslet, TX
• 2023-01-24 → 2024-12-16
  First Command Advisory Services
  Fort Worth, TX
  Haslet, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-01-23

Other Names

• Corey Jamsion Edwards