CP
CP

Corinne Paraso

5 Years of Experience
Palo Alto, CA
Broker

Corinne Paraso is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 5 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

1400 Page Mill Road, Palo Alto, CA, 94304

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History

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.

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Other Business Activities

Corinne serves as a trustee/co-trustee for a trust in Saratoga, California, since 2042. This activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
November 2020 - Present · 5 yrs 6 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
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.
Corinne Paraso - Financial Advisor | TrueAdvisor