Corey J Haas

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

• 04/2019 → Present
  Morgan Stanley
  Olean, NY
• 11/2018 → 04/2019
  Morgan Stanley
  Olean, NY
• 05/2018 → 11/2018
  Haas Contracting
  Cuba, NY
• 09/2017 → 05/2018
  Mcdaniel College
  Westminster, MD
• 12/2016 → 09/2017
  Haas Contracting
  Cuba, NY
• 09/2012 → 12/2016
  St. John Fisher College
  Pittsford, NY
• 07/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-06-21