Graham Cassidy is a registered investment advisor at Morgan Stanley, based in Greenville, DE, with 23 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
500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807
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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
April 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
November 2012 - March 2014 · 1 yr 4 mos
Bnp Paribas Securities CORP.Broker
February 2003 - February 2011 · 8 yrs
Bnp Paribas Brokerage Services, INC.Broker
September 2000 - February 2003 · 2 yrs 5 mos
Schneider Securities, INC.Broker
September 1998 - October 1998 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.