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James M Corcoran

Morgan Stanley

Purchase, NY

CRD 8012662

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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
NY RA APPROVED 2026-03-06
  • NY RA
    APPROVED
    Since 2026-03-06

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • 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 Purchase NY 12/2024 Present
Kaseya Red Bank NJ 08/2023 11/2024
Herbert Wellness Center Coral Gables FL 04/2021 05/2023
Renaissance Condominium/ Adamas Long Branch NJ 06/2020 08/2020
Dunkin' Donuts Middletown NJ 06/2019 08/2020
Catholic University Cardinal Station Washington DC 10/2019 02/2020
Flynn O'HAra Uniforms Holmdel NJ 06/2017 08/2018
University Of Miami Coral Gables FL 08/2020 05/2023
Catholic University Of America Washington DC 08/2019 05/2020
Saint John Vianney High School Holmdel NJ 09/2015 05/2019
  • 12/2024 → Present
    Morgan Stanley
    Purchase, NY
  • 08/2023 → 11/2024
    Kaseya
    Red Bank, NJ
  • 04/2021 → 05/2023
    Herbert Wellness Center
    Coral Gables, FL
  • 06/2020 → 08/2020
    Renaissance Condominium/ Adamas
    Long Branch, NJ
  • 06/2019 → 08/2020
    Dunkin' Donuts
    Middletown, NJ
  • 10/2019 → 02/2020
    Catholic University Cardinal Station
    Washington, DC
  • 06/2017 → 08/2018
    Flynn O'HAra Uniforms
    Holmdel, NJ
  • 08/2020 → 05/2023
    University Of Miami
    Coral Gables, FL
  • 08/2019 → 05/2020
    Catholic University Of America
    Washington, DC
  • 09/2015 → 05/2019
    Saint John Vianney High School
    Holmdel, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-06
S63 Uniform Securities Agent State Law Examination 2025-01-25
  • S66 Uniform Combined State Law Examination
    2026-03-06
  • S63 Uniform Securities Agent State Law Examination
    2025-01-25

View on SEC IAPD

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