Gary Casey is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
3280 Peachtree Road North East, Suite1600, Atlanta, GA, 30305
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Regulatory History (1)
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Customer Dispute
March 2006Denied
Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
July 2020 - Present · 5 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2008 - July 2020 · 11 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2008 - July 2020 · 11 yrs 7 mos
Citigroup Global Markets INC.
March 2003 - December 2008 · 5 yrs 9 mos
Citigroup Global Markets INC.Broker
January 2002 - December 2008 · 6 yrs 11 mos
The Robinson-Humphrey Company, LLCBroker
October 1989 - January 2002 · 12 yrs 3 mos
Dean Witter Reynolds INC.Broker
January 1984 - October 1989 · 5 yrs 9 mos
First Southeastern CompanyBroker
August 1983 - December 1983 · 4 mos
State Registrations25 states
ALAZCACOCTDCFLGAHIINKSMAMDMEMNMOMTNCNVNYSCTNTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.