Mark Korlishin
Mark Korlishin is a registered investment advisor at Morgan Stanley, based in Wilkes Barre, PA, with 26 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
Cross Creeke Pointe Suite 401, 1065 Highway 315, Wilkes Barre, PA, 18702
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2008Judgment / Lien
June 2005Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Richard Hazzouri, CFAMorgan Stanley
- Paul MurrayMorgan Stanley
- Daniel Chaump, ChFCMorgan Stanley
- Tricia ZelinkaMorgan Stanley
- Candice TohmeMorgan Stanley
- Thomas KishMorgan Stanley