Cory Large has been an investment adviser representative at Anchor Bay Capital since December 2024, and is not listed among the firm’s executive officers or direct owners. Cory Large holds a B.S. in Finance from California State University San Marcos and an A.S. in Business Administration from Palomar College.
Anchor Bay Capital, Inc. is a Carlsbad, CA firm with $247M under management, 190 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Cory Large is Wealth Strategist and Tax Specialist at Anchor Bay Capital. He supports portfolio construction and asset allocation decisions through market research, security analysis, and ongoing strategy development. He also prepares and files tax returns for individuals and small businesses. At California State University San Marcos he served as Chief Investment Officer of The Cougar Fund, a student-run investment fund.
Cory Large’s longest registration is the current one, 1 year at Anchor Bay Capital since 2024.
- Anchor Bay Capital, Inc.Current– present · 1 yearCarlsbad, CA · Adviser representative · Firm CRD 116913
- Anchor Bay Private Wealth LLC– · 1 yearCarlsbad, CA · Adviser representative · Firm CRD 327418
Professional designations
Listed by Anchor Bay Capital
- CRTP
Investment adviser representative registrations
Cory Large is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- CaliforniaSince 18 December 2024
- WashingtonSince 18 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cory Matthew Large
- CRD
- 7553891
- Firm
- Anchor Bay Capital · CRD 116913
- Office
- 5780 FLEET ST., SUITE 308, Carlsbad, CA 92008
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- anchorbaycapital.com
Where does Cory Large work?
Cory Large is an investment adviser representative registered through Anchor Bay Capital, Inc. since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Cory Large a financial advisor?
Yes. Cory Large has a current investment-adviser registration in California and Washington, through Anchor Bay Capital since December 2024.
How many years of experience does Cory Large have?
Cory Large has 1 year in the financial industry, since December 2024, across 2 adviser firms.
What exams has Cory Large passed?
Cory Large passed the Series 65 in September 2024.
Where is Cory Large based?
Cory Large’s registered office is in Carlsbad, CA.
Is Cory Large registered with FINRA?
No. Cory Large has no current broker registration.
How can I verify Cory Large’s record?
Search CRD 7553891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cory Large’s full registration record.
