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Corrie Elizabeth Goodwin

Morgan Stanley

Williamsburg, VA

CRD 7143301

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-06-06
VA RA APPROVED 2022-02-07
  • TX RA
    APPROVED
    Since 2022-06-06
  • VA RA
    APPROVED
    Since 2022-02-07

Branch Locations

437 West Duke Of Gloucester Street, Williamsburg, VA 23185 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Williamsburg VA 06/2019 Present
James City County Social Services Williamsburg VA 06/2018 04/2019
Stay-At-Home Mother Fort Leonardwood MO 07/2014 06/2018
  • 06/2019 → Present
    Morgan Stanley Smith Barney Llc
    Williamsburg, VA
  • 06/2018 → 04/2019
    James City County Social Services
    Williamsburg, VA
  • 07/2014 → 06/2018
    Stay-At-Home Mother
    Fort Leonardwood, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-07
  • S66 Uniform Combined State Law Examination
    2022-02-07

View on SEC IAPD

Nearby Firms

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AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

CHARLES JONATHAN CARDER
JOHN ASHLEY PATTISALL
SHARI L BARKER

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WILLIAMSBURG, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Williamsburg, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Willliamsburg, VA

More in Williamsburg, VA

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