COREY S STEIN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2023-04-19 | present | Yes |
| AEVITAS WEALTH MANAGEMENT, INC. | 2017-07-10 | 2023-05-18 | — |