Charles Brady Corkery
Investment adviser representative at Purefi Wealth, LLC
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$326.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
9 years in the industry.
- Purefi Wealth, LLCSep 2023 to now
- Morgan StanleyJul 2023 to Oct 2023
- Svb Wealth LLCApr 2022 to Jun 2023
- Boston Private Wealth LLCJul 2019 to Apr 2022
- Boston Private Bank & Trust CompanySep 2018 to Jul 2019
- UnemployedMay 2018 to Sep 2018
- Sandler O'neill + PartnersJun 2017 to Aug 2017
- Bentley UniversitySep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MA).
Purefi Wealth, LLC
$326.4MAssets managed
98Clients
7Advisers
2 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
- 6811705
- Firm CRD
- 328459