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Credentials
Series 63, Series 66
Experience Industry experience
18 years
Location
Blythe, CA
Brogan Asset Management, LLC
Supported
Cory Reader is a financial advisor at Brogan Asset Management, LLC with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Morgan Stanley and Citigroup Global Markets. Brogan Asset Management provides personalized financial planning and discretionary investment management primarily to individual clients. The firm uses a combination of fundamental, technical, and cyclical analysis to construct portfolios and offers financial planning on an hourly or fixed-fee basis, serving clients without account minimums.
Based on Brogan Asset Management, LLC
Negotiable fixed fees up to $2,500 for financial planning services
$0 - $1,000,000: 2.00% annually $1,000,001 - $5,000,000: 1.70% annually $5,000,001 - $10,000,000: 1.50% annually $10,000,001+: 1.00% annually
$200 per hour
Fee-only: Hourly fee of $200 per hour; Fixed fees up to $2,500 based on complexity and client needs
Blythe, CA
Blythe CA
Advisors at this office
1
Pennsylvania
18 years of industry experience
Exemplar Capital
2026 - Present • 1 year
Boston, MA
Exemplar Capital, LLC
2024 - 2025 • 1 year
Blythe, CA
Exemplar Wealth
2024 - 2025 • 1 year
Phoenix, AZ
Exemplar Consulting
2024 - 2026 • 2 years
Blythe, CA
SCL Consulting
2017 - 2026 • 9 years
Blythe, CA
Trans Global Consult
2017 - 2024 • 7 years
Blythe, CA
Omnia Capital Management, Inc.
2017 - 2023 • 6 years
Hawthorne, CA
Morgan Stanley Private Bank, National Association
2015 - 2017 • 2 years
New York, NY
Morgan Stanley
2009 - 2017 • 8 years
El Segundo, CA
Citigroup Global Markets
2005 - 2009 • 4 years
El Segundo, CA
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A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A bankruptcy, a compromise with creditors (such as a short sale) or a brokerage liquidation.
An unpaid judgment or lien against the advisor, such as a tax lien.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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