Whitney Catherine Corbett Rohrer

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

• 09/2016 → 07/2019
  Bancwest Investment Services
  San Francisco, CA
• 09/2016 → 07/2019
  Bank Of The West
  San Francisco, CA
• 08/2019 → Present
  Morgan Stanley
  Cupertino, CA

Previous Registrations

• 2016-09-07 → 2019-07-25
  Bancwest Investment Services, Inc.
  San Francisco, CA
• 2011-01-03 → 2016-08-23
  Wells Fargo Clearing Services, Llc
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
  San Francisco, CA
• 2007-09-17 → 2011-01-03
  Wells Fargo Investments, Llc
  San Francisco, CA
  San Francisco, CA
  Los Angeles, CA
• 2006-02-23 → 2007-02-14
  Ameriprise Financial Services, Llc
  Los Angeles, CA
  Newport Beach, CA

Other Businesses

*415530- Trust; Investment related -Yes; Raleigh, North Carolina; Successor Trustee; 01/2021; During business hours: 0; After business hours: 0;

Exams

• S66 Uniform Combined State Law Examination
  2006-02-22

Other Names

• Whitney Catherine Corbett
• Whitney Catherine Corbett Rohrer