Corey Reed Macdougall
Investment adviser representative at Oakbourne Advisors
12 yearsExperience
1 stateRegistered in
$347.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Oakbourne AdvisorsJan 2022 to now
- Northstar Asset Management dba Oakbourne AdvisorsJan 2021 to now
- Sei Investments Distribution CoOct 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Oakbourne Advisors
Legal name: Northstar Asset Management LLC
$347.9MAssets managed
495Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6414208
- Firm CRD
- 129112