Corey Engelhard
Corey Engelhard is a registered investment advisor at Morgan Stanley, based in Plantation, FL, with 29 years of industry experience. Corey 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
1200 South Pine Island Road, Suite 800, Plantation, FL, 33324
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2022Customer Dispute
August 2008Customer Dispute
May 2008Other Business Activities
Corey is a girls lacrosse coach for American Heritage School, Madskillz Lacrosse, and Sunny Storm Lacrosse, and a trustee/co-trustee for a trust. These activities take a few hours per week.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Advest, INC.Broker
Atlantic Trading Partners IncorporatedBroker
First Tryon Securities, LLCBroker
Herzog, Heine, Geduld, INC.Broker
State Registrations31 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
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