CW
CW
Corey Weide is a registered investment advisor at Morgan Stanley, based in Sioux Falls, SD, 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
300 Cherapa Place, Suite 503, Sioux Falls, SD, 57103
Get directionsHistory
Regulatory History (1)
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Criminal
July 1993Final Disposition
Other Business Activities
Corey is a volunteer ambassador for the Sioux Falls Area Chamber of Commerce since 2010. Corey is also a board member and secretary for DakotAbilities, focusing on business development, fundraising, marketing, and administration, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2009 - June 2015 · 6 yrs 1 mo
Wells Fargo Advisors, LLCBroker
May 2009 - June 2015 · 6 yrs 1 mo
State Registrations19 states
AZCACODEFLIAIDMDMNMOMTNDNEORSDTNTXWAWI
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.