linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Corey Barrington Davis

BMO Capital Markets Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Corey? Claim Your Profile

About Corey Barrington Davis

Corey Barrington Davis is a financial professional with over 20 years of experience in the industry. Corey is currently registered with BMO Capital Markets Corp. in San Francisco, CA and has been with the firm since March 4, 2022. Prior to joining BMO Capital Markets Corp., Corey was employed at BTIG, LLC, Senahill Securities, LLC, White, Weld & Co. Securities, LLC, Merger & Acquisition Capital Services, Inc., Banc of America Securities LLC and Credit Suisse First Boston LLC. Corey holds the Series 63, SIE, Series 79 and Series 7 licenses. Corey is registered with the Financial Industry Regulatory Authority (FINRA) and is currently registered in 51 states.

Firm Information

Corey Davis is currently registered with BMO Capital Markets Corp.. BMO Capital Markets Corp. is a Corporation headquartered in NEW YORK, NY. Founded in March 1988, the firm has a broad reach with state-level registrations in all 50 states plus Puerto Rico and the Virgin Islands. It offers investment advisory services, including portfolio management for pooled investment vehicles, and holds approximately $10 billion - $50 billion in assets. BMO Capital Markets Corp. primarily serves investment companies and pooled investment vehicles, with a total of 113 clients and $796,416,350 in regulatory assets under management.
BMO Capital Markets Corp.

151 WEST 42ND STREET

NEW YORK, NY 10036

$796.42M

Assets Under Management

113

Total Clients

178

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.

check

provision of securities trading ideas and research

Provision of securities trading ideas and research

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.

check

percentage of assets

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

check

other

Fees for securities trading ideas and research

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Corey Davis’s Registration & Firm History

CA

03/04/2022 - Present

BMO Capital Markets Corp. (SAN FRANCISCO CA)

CA

05/02/2018 - 05/07/2021

BTIG, LLC (SAN FRANCISCO CA)

NY

10/06/2014 - 05/01/2018

SENAHILL SECURITIES, LLC (NEW YORK NY)

NY

10/03/2013 - 09/15/2014

WHITE, WELD & CO. SECURITIES, LLC (NEW YORK NY)

NY

01/28/2009 - 09/08/2010

MERGER & ACQUISITION CAPITAL SERVICES, INC. (NEW YORK NY)

NY

04/08/2004 - 11/30/2007

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

NY

12/18/2000 - 04/05/2004

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NJ

09/21/1998 - 12/18/2000

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

Not sure if Corey Barrington Davis is right for you?

Licenses & Designations

BC

Issued 12/04/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/03/2013

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/19/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Corey Barrington Davis.
Not sure if Corey Barrington Davis is right for you?