Corey C Coonen

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → Present
  Morgan Stanley
  Green Bay, WI
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2007-06-22 → 2009-06-01
  Morgan Stanley & Co. Llc
  Greenbay, WI

Other Businesses

*218944- Knights of Columbus; Investment related -No; Madison; Wisconsin; Religious, Other, Disaster Relief, Children/Youth, Hardship Assistance, Fraternal Society; Finance Committee, Grand Knight for Council 3955 (proprietor, partner, officer, director, employee, trustee, agent); 06/2018; During business hours: 1; After business hours: 9; Other.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-21

Other Names

• Corey Christopher Coonen