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Corey Ann Farber

Morgan Stanley

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About Corey Ann Farber

Corey Farber is an Investment Advisor Representative with Morgan Stanley. Corey has been in the industry since 2007 and is licensed in New Jersey and New York. Before joining Morgan Stanley, Corey worked with UBS Financial Services Inc., Pruco Securities, LLC., and Charles Schwab & Co., Inc. Corey has a wide range of experience in financial services and has obtained several licenses and certifications including the Series 66, Series 7, Series 24 and SIE exams.

Firm Information

Corey Farber is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Corey Farber’s Registration & Firm History

NY

07/18/2022 - Present

Morgan Stanley (PURCHASE NY)

NJ

11/30/2021 - 07/08/2022

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

03/05/2019 - 12/20/2019

PRUCO SECURITIES, LLC. (NEWARK NJ)

CO

11/13/2008 - 05/18/2017

CHARLES SCHWAB & CO., INC. (LONE TREE CO)

AZ

06/13/2008 - 10/14/2008

METLIFE SECURITIES INC. (TEMPE AZ)

AZ

03/12/2007 - 06/04/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 04/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2023

Series 24 - General Securities Principal Examination

BC

Issued 05/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/09/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Corey Ann Farber.
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