Corey
Sunstrom
Hobart Wealth
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About this Advisor
Corey Sunstrom is a financial advisor based in Charlotte, North Carolina, working with Hobart Wealth. Corey has previously held positions at Merrill Lynch, Hobart Financial Group, Global Financial Private Capital, LLC, Gf Investment Services, LLC, and Hobart Private Capital, LLC. Corey has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Texas. Currently, Corey is part of Hobart Wealth, which operates out of Charlotte, North Carolina. The firm has 2 offices and 15 employees. The firm manages assets totaling $326.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Hobart Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hobart Wealth Brokerage Details
$326,212,682
15
1,862
$175,195
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Corey Sunstrom Work History
Hobart Private Capital, LLC
Hobart Financial Group
Global Financial Private Capital, LLC
Gf Investment Services, LLC
Merrill Lynch
Disclosures
Please visit the SEC profile of Corey Sunstrom 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 Hobart Wealth
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
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