Corey
Dry

City Different Investments

CRD#6319575
Investment Advisor
in Santa Fe, NM

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About this Advisor

Corey Dry is a financial advisor based in Santa Fe, New Mexico, working with City Different Investments. Corey has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Charles Schwab Premier Bank, Charles Schwab Trust Bank, TD Ameritrade Inc, TD Ameritrade Clearing, Inc, and City Different Investments. Corey has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New Mexico. Currently, Corey is part of City Different Investments, which operates out of Santa Fe, New Mexico. The firm has 3 offices and 14 employees. The firm manages assets totaling $114.6 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at City Different Investments includes asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

925 Paseo De Peralta
Santa Fe, NM 87501

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City Different Investments Brokerage Details

Total Assets Under Management

$114,585,236

NM Average: $3,612,835,751
Total Number of Employees

14

NM Average: 18
Total Number of Accounts

91

NM Average: 517
Average Account Size

$1,259,178

NM Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Corey Dry Work History

2022 - Present (2 years)

City Different Investments

2021 - 2022 (1 year)

Td Ameritrade Inc

2021 - 2022 (1 year)

Td Ameritrade Clearing, Inc

2020 - 2022 (2 years)

Charles Schwab Trust Bank

2018 - 2022 (4 years)

Charles Schwab Premier Bank

2017 - 2022 (5 years)

Charles Schwab Bank

2014 - 2022 (8 years)

Charles Schwab & Co., Inc

Disclosures

Please visit the SEC profile of Corey Dry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at City Different Investments

Corey Dry
Santa Fe, NM
Joel Van Essen
Santa Fe, NM
Jong Hsien Lim
Santa Fe, NM
Robert Macdonald
Santa Fe, NM
Sweta Singh
Santa Fe, NM
Christopher Ryon
Santa Fe, NM
John Mackay
Santa Fe, NM
Michelle Nowfel
Santa Fe, NM

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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