CF
CFP
CF
CFP

Corrine Fabie

32 Years of Experience
Los Gatos, CA
Broker

Corrine Fabie is a CFP-designated registered investment advisor at Morgan Stanley, based in Los Gatos, CA, with 32 years of industry experience. Corrine 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

16000 Los Gatos Boulevard, Los Gatos, CA, 95032

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 4 mos
Morgan Stanley
June 2009 - Present · 17 yrs 4 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
UBS Financial Services INC.
July 1997 - April 2009 · 11 yrs 9 mos
UBS Financial Services INC.Broker
May 1994 - April 2009 · 14 yrs 11 mos
State Registrations29 states
AKAZCACOCTFLGAHIIDILINMDMIMNMOMTNCNMNVNYORPASCSDTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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