Neil Corse is a CFP-designated registered investment advisor at Morgan Stanley, based in Boston, MA, with 16 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
28 State Street 26th Floor, Boston, MA, 02109
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
February 2025 - Present · 1 yr 3 mos
Morgan Stanley
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
October 2024 - January 2025 · 3 mos
Wells Fargo Advisors
October 2024 - January 2025 · 3 mos
Wells Fargo Advisors
December 2019 - July 2024 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
February 2017 - July 2024 · 7 yrs 5 mos
Ngam Distribution, L.P.Broker
March 2014 - November 2016 · 2 yrs 8 mos
Fidelity Investments Institutional Services Company, INC.Broker
August 2009 - February 2014 · 4 yrs 6 mos
Cco Investment Services CORP.
February 2009 - July 2009 · 5 mos
Cco Investment Services CORP.Broker
January 2009 - July 2009 · 6 mos
State Registrations2 states
CTMA
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.