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Corey M Ernisse

Kickstand Wealth Advisors

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About Corey M Ernisse

Corey Ernisse is a financial advisor at Kickstand Wealth Advisors. Corey has been working in the financial services industry since 2014. Corey holds the Series 66, SIE, and Series 7 licenses and is a Certified Financial Planner. Corey has experience working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and businesses. Corey specializes in financial planning, portfolio management, and selection of other advisors. Corey is licensed in New York.

Firm Information

Corey Ernisse is currently registered with Kickstand Wealth Advisors. Kickstand Wealth Advisors is a registered investment advisor located in Pittsford, NY. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit sharing plans. The firm has over $453 million in regulatory assets under management.
Kickstand Wealth Advisors

1250 PITTSFORD VICTOR RD.,

PITTSFORD, NY 14534

$453.90M

Assets Under Management

Not reported

Total Clients

5

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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Corey Ernisse’s Registration & Firm History

NY

09/03/2023 - Present

Kickstand Wealth Advisors (PITTSFORD NY)

NY

04/22/2020 - 08/19/2020

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Pittsford NY)

NY

01/07/2015 - 06/20/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSFORD NY)

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Licenses & Designations

BOTH

Issued 02/06/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/20/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Corey M Ernisse.
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