Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Wilmington
3yrs
Cort Rogers is a fiduciary financial advisor in Wilmington, North Carolina, with 3 years in the industry. Cort joined Masonboro Advisors in 2023, a firm offering financial planning and investment management. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 428 advisors with offices in Wilmington, and one of 402 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office5815 Oleander Drive Suite 260, Wilmington, NC 28403
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$902,507
Advisors at the firm7
States licensed ?1 state
Services through Masonboro Advisors
Financial planningInvestment management for individuals and small businesses
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 65Uniform Investment Adviser Law Examination
Career
- 2023 – nowMasonboro AdvisorsCurrent firm
Contact Cort
(910) 742-0509Masonboro Advisors main office 5815 Oleander Drive Suite 260Wilmington, NC 28403Office · Get directions
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Questions to ask Cort
Tailored to Cort’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Cort
How do I contact Cort?
Call Masonboro Advisors at (910) 742-0509 and ask for Cort Rogers. Cort works from the Wilmington, NC office.
How long has Cort been a financial advisor?
Cort has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Cort hold?
Series 65. Tap any license on this page to see what it allows.
Is Cort a fiduciary?
Cort is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Cort paid?
Masonboro Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Cort 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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