Corey Moore, financial advisor Niskayuna NY
93 score

Corey Moore

CRD Number: 5476503
Current Firm: Morgan Stanley

Corey Moore (CRD# 5476503) is an Investment Advisor Representative working at Morgan Stanley in Niskayuna, NY and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2016 - Current < 1
Morgan Stanley Smith Barney LLC Niskayuna, NY Dec 2015 - Current 1
Morgan Stanley Smith Barney LLC Niskayuna, NY Jan 2014 - Dec 2015 1
Unemployed Houston, TX Apr 2013 - Dec 2013 < 1
Morgan Stanley Smith Barney Red Bank, NJ Jun 2009 - Mar 2013 3
Citigroup Global Markets Inc. Red Bank, NJ Jan 2008 - Jun 2009 1
Ejpio Corp Newark, NJ Jun 2006 - Dec 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Corey L. Moore
Phone Number: 914-225-5510
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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