Corey Weide is a registered investment advisor at Morgan Stanley, based in Sioux Falls, SD, with 17 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
300 Cherapa Place, Suite 503, Sioux Falls, SD, 57103
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Regulatory History (1)
Criminal
July 1993Other 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 Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations20 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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