Cassie Lanser is a registered investment advisor at Morgan Stanley, based in Chicago, IL, with 22 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
Loading...
Location
233 S Wacker Dr., Suite 8600, Chicago, IL, 60606
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
March 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
March 2021 - Present · 5 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
November 2018 - March 2021 · 2 yrs 4 mos
UBS Financial Services INC.Broker
February 2017 - March 2021 · 4 yrs 1 mo
LPL Financial LLCBroker
November 2011 - November 2016 · 5 yrs
PFS Investments INC.Broker
August 2008 - December 2008 · 4 mos
NFP Securities, INC.Broker
September 2005 - September 2006 · 1 yr
Hold Brothers On-Line Investment Services L.L.C.Broker
August 2002 - November 2004 · 2 yrs 3 mos
Skeffington Securities, L.L.C.Broker
March 2002 - August 2002 · 5 mos
Hold Brothers On-Line Investment Services INC.Broker
March 2002 - March 2002 · 0 mos
Protrader Trading, L.L.C.Broker
July 2000 - July 2001 · 1 yr
Protrader Securities CorporationBroker
April 2000 - July 2001 · 1 yr 3 mos
Howe Barnes Investments, INC.Broker
August 1999 - April 2000 · 8 mos
Dreyfus Brokerage Services, INC.Broker
January 1998 - March 1999 · 1 yr 2 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
January 1997 - December 1997 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin 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.