Michael Cassa is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 31 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
28 State Street 26th Floor, Boston, MA, 02109
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Regulatory History (2)
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Customer Dispute
June 2024Denied
Customer Dispute
August 1998Closed-No Action
Other Business Activities
Michael is involved in estate planning and investment activities in Boynton Beach, Florida, since January 2023. He spends minimal time on these activities.
Employment History
Current Registrations
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Morgan StanleyBroker
January 2016 - Present · 10 yrs 4 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
May 2008 - February 2016 · 7 yrs 9 mos
Credit Suisse Securities (USA) LLC
May 2008 - February 2016 · 7 yrs 9 mos
Bear, Stearns & CO. INC.
June 2007 - May 2008 · 11 mos
Bear, Stearns & CO. INC.Broker
January 1995 - May 2008 · 13 yrs 4 mos
State Registrations35 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.