RC
CFP
RC
CFP
Richard Croasdaile
39 Years of Experience
Pepper Pike, OH
1 DisclosureBroker
Richard Croasdaile is a CFP-designated registered investment advisor at Morgan Stanley, based in Pepper Pike, OH, with 39 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
31099 Chagrin Boulevard, Pepper Pike, OH, 44124
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2001Closed-No Action
Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 1999 - September 2017 · 18 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1988 - September 2017 · 29 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
December 1986 - April 1988 · 1 yr 4 mos
State Registrations33 states
ALAZCACOCTFLGAIDILKYMAMDMEMINCNHNJNYOHOKORPASCSDTNTXUTVAVirgin IslandsWAWIWVWY
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.