CW
CW
Corey Wilson is a registered investment advisor at Morgan Stanley, based in Knoxville, TN, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
Landmark Center, 1111 North Shore Dr Ste N-160, Knoxville, TN, 37919
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Regulatory History (1)
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Customer Dispute
October 2008Denied
Other Business Activities
Corey is the sole proprietor/owner of R & R Investment Company, LLC, a rental property business, since 2008. He spends minimal time on property management, business development/growth, and check signing/funds disbursements.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2004 - April 2007 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
May 2003 - April 2007 · 3 yrs 11 mos
State Registrations33 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.