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Clifford D Corso

Advisors Asset Management, Inc.

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About Clifford D Corso

Clifford D Corso is a financial advisor with over 25 years of experience in the industry. Clifford has a Series 63 and a Series 65 license, and is also a Registered Representative with a Series 7 and Series 3 license. Clifford is currently affiliated with Advisors Asset Management, Inc., and has been with the firm since 2010. Prior to that, Clifford worked at BNY MELLON SECURITIES CORPORATION and CUTWATER ASSET MANAGEMENT. Clifford specializes in portfolio management for individuals, businesses, and investment companies. Clifford is currently registered with the states of New York, Florida and Texas.

Firm Information

Clifford Corso is currently registered with Advisors Asset Management, Inc.. Advisors Asset Management, Inc. is a corporation formed in 2008 and headquartered in Monument, Colorado. The firm provides investment advisory services to individuals, businesses, and pooled investment vehicles. They specialize in portfolio management and serve a wide range of clients including individuals, corporations, investment companies, pension plans, and other investment advisors. The firm is registered with the SEC and in all 50 states and the District of Columbia. Their website and social media presence provide access to their services and resources.
Advisors Asset Management, Inc.

18925 BASE CAMP ROAD

MONUMENT, CO 80132

$3.85B

Assets Under Management

Not reported

Total Clients

185

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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supervisor/evaluator to unit investment trusts

Supervisor/evaluator to unit investment trusts

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clifford Corso’s Registration & Firm History

NY

05/13/2024 - Present

Advisors Asset Management, Inc. (NEW YORK NY)

NY

09/26/2016 - 06/03/2021

BNY MELLON SECURITIES CORPORATION (NEW YORK NY)

NY

01/23/1996 - 02/19/2016

CUTWATER ASSET MANAGEMENT (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/01/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/29/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/29/2016

Series 3 - National Commodity Futures Examination

BC

Issued 03/25/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Clifford D Corso.
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