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Services Include
  • Professional Portfolio Management1
  • Sustainable Investing2
  • Long Term Care Insurance3
  • Retirement Planning4
  • Institutional Services
  • Estate Planning Strategies5
Securities Agent: CA, CT, DE, FL, GA, KY, MA, MD, NJ, NY, PA, TX, VA; Investment Advisor Representative; General Securities Representative; Managed Futures
NMLS#: 1255416
CA Insurance License #: OD07584
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*
Corethia V. E. Oates is a certified Portfolio Manager, Financial Advisor with over 20 years experience in the investment and financial planning fields. Her process is designed to provide financial planning based strategies, working with other centers of knowledge within the Morgan Stanley system, as well as working with clients CPAs, Attorneys, and other Trusted Advisors overseeing the investment selection process, risk management for discretionary portfolio design.

Corethia holds securities licenses of Series 7, 63, 65, Managed Futures and State Life & Health Insurance and Mortgage, Banking and Lending services. She graduated with honors from Union County College.

Corethia community engagement includes:

•Founder, Bergen County Black Business Network
•Young Women’s Christian Association, (YWCA) T.W.I.N., honoree
•Women’s Rights Information Centers Celebrating , (W.R.I.C.) Community Change Makers, honoree
•First African American female Chair, Bergen County Workforce Investment Board
•Women’s Institute of Bergen Community College, Founding Chair, Mentor Program
•Women United in Philanthropy of Bergen County United Way member
•Bergen County Girl Scouts, NJ as Woman of Distinction honoree
•Vestry Board member, Youth Group Advisor and choir member, soup kitchen, a computer classroom after-school program and homeless program founding member.
•Holds a Kingdom Advisor certification designation providing Biblically based financial advice.
•1980 placed in the Track and Field Olympic trials

Corethia resides in Hackensack, NJ with her husband, Warren, who serves on various boards.

    Honors & Associations

    Honors
    •Young Women’s Christian Association, (YWCA) T.W.I.N., honoree
    •Women’s Rights Information Centers Celebrating , (W.R.I.C.) Community Change Makers, honoree
    •Bergen County Girl Scouts, Women of Distinction

    Associations
    •Bergen County Black Business Network (BCBBN)
    •Past Chair of Bergen County Workforce Investment Board
    •CIANJ Ambassador
    •Past Bergen Community College Women's Institute, Board Member
    •Past Project Literacy of Greater Bergen County, Inc., Board Member
    •Past Hackensack Regional Chamber of Commerce, Board Member
    •Women United in Philanthropy

      Location

      Mack Center Iv, S 61 Paramus Rd.
      Paramus, NJ 07652
      US
      Direct:
      (201) 226-5920(201) 226-5920
      Toll Free:
      (866) 738-1629(866) 738-1629
      Fax:
      (201) 712-4006(201) 712-4006

      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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      Ready to start a conversation? Contact Corethia Oates today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      2The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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