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Corey Langston

Morgan Stanley
25 Years of Experience
Newport Beach, CA
1 DisclosureBroker
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Corey Langston is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 25 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.

Morgan Stanley
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

800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2020
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 8 yrs
Morgan StanleyBroker
October 2018 - Present · 8 yrs
Previous Registrations
UBS Financial Services INC.
June 2010 - November 2018 · 8 yrs 5 mos
UBS Financial Services INC.Broker
June 2010 - November 2018 · 8 yrs 5 mos
The Ayco Company,l.p.
September 2001 - July 2010 · 8 yrs 10 mos
Mercer Allied Company, L.P.Broker
February 2001 - July 2010 · 9 yrs 5 mos
State Registrations22 states
AZCACOCTDCDEFLHIILMAMDMONJNMNVNYOHOKORTNTXUT
AdvisorBrokerBoth

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
No exam information available for this advisor.
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