Corey John Fisher

$2.67B regulatory AUM 1 advisory clients

Reported services (Item 5G)

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

10 E. Stow Rd. Suite 200, Marlton, NJ 08053 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-05-12

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Mount Laurel	NJ	04/2017	03/2023
Dunn Corporate Resources	Marlton	NJ	09/2016	04/2017
Vanguard Adjusters Group	Woodbury	NJ	09/2015	09/2016
Bank Of America, N.A.	Mount Laurel	NJ	09/2017	03/2023
Morgan Stanley Smith Barney Llc	Yardley	PA	03/2023	05/2025
Morgan Stanley Private Bank, N.A	New York	NY	03/2023	05/2025
Pine Valley Investments	Marlton	NJ	05/2025	Present

04/2017 → 03/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mount Laurel, NJ
09/2016 → 04/2017

Dunn Corporate Resources

Marlton, NJ
09/2015 → 09/2016

Vanguard Adjusters Group

Woodbury, NJ
09/2017 → 03/2023

Bank Of America, N.A.

Mount Laurel, NJ
03/2023 → 05/2025

Morgan Stanley Smith Barney Llc

Yardley, PA
03/2023 → 05/2025

Morgan Stanley Private Bank, N.A

New York, NY
05/2025 → Present

Pine Valley Investments

Marlton, NJ

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-25

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