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Culley Casey

36 Years of Experience
Santa Rosa, CA
Broker

Culley Casey is a registered investment advisor at Morgan Stanley, based in Santa Rosa, CA, with 36 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

3562 Round Barn Circle, 1st Floor, Santa Rosa, CA, 95403

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Culley is an officer of Ole Interntional Foods, a restaurant/bar/nightclub, since 2022, dedicating minimal time. Culley is also an officer of Casey Investments LLC, an ownership group, since 2023, dedicating minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
February 2005 - June 2009 · 4 yrs 4 mos
Citigroup Global Markets INC.
February 2005 - June 2009 · 4 yrs 4 mos
Morgan Stanley
November 1998 - February 2005 · 6 yrs 3 mos
Morgan Stanley Dw INC.Broker
September 1993 - February 2005 · 11 yrs 5 mos
Everen Securities, INC.Broker
September 1990 - July 1993 · 2 yrs 10 mos
Bateman Eichler, Hill Richards, IncorporatedBroker
August 1989 - September 1990 · 1 yr 1 mo
State Registrations22 states
AKAZCACOFLIDILMDMTNJNVNYORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.