Cory Michael Esposito
Investment adviser representative at A4 Wealth Advisors LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$213.7MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- A4 Wealth Advisors LLCAug 2025 to now
- LPL FinancialNov 2020 to Aug 2025
- UBS Financial Services Inc.Jul 2018 to Nov 2020
- Charter CommunicationsMay 2017 to Aug 2017
- Full Time StudentJul 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
A4 Wealth Advisors LLC
$213.7MAssets managed
587Clients
7Advisers
4 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
- 6978024
- Firm CRD
- 152397