Morgan Stanley
46yrs
Top advisor by experience in Providence
New
Corey Gavin is a fiduciary financial advisor in Providence, Rhode Island, registered since Nov 2025. Corey joined Merrill in 2025, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 477 advisors with offices in Providence, and one of 451 fiduciaries.
At a glance
ExperienceNew to the profession (since Nov 2025)
How that compares ?New to the profession
Office1 Financial Plaza, Providence, RI 02903
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2025 – nowMerrillCurrent firm
Contact Corey
(800) 637-7455Firm headquarters in New York, NY. Ask for Corey. 1 Financial PlazaProvidence, RI 02903Office · Get directions
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Questions to ask Corey
Tailored to Corey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Corey
How do I contact Corey?
Call Merrill at (800) 637-7455 and ask for Corey Gavin. Corey works from the Providence, RI office.
How long has Corey been a financial advisor?
Corey is new to the profession, registered since Nov 2025, and holds 1 license.
What licenses does Corey hold?
Series 66. Tap any license on this page to see what it allows.
Is Corey a fiduciary?
Corey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Corey paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Corey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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