Casey Kriedman is a CFP-designated registered investment advisor at Morgan Stanley, based in New York, NY, with 24 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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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
May 2021 - Present · 5 yrs 2 mos
Morgan StanleyBroker
May 2021 - Present · 5 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
November 2018 - May 2021 · 2 yrs 6 mos
UBS Financial Services INC.Broker
November 2014 - May 2021 · 6 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2008 - September 2014 · 5 yrs 11 mos
J.P. Morgan Securities INC.Broker
May 2007 - October 2008 · 1 yr 5 mos
Lenox Advisors, INC.
October 2004 - March 2007 · 2 yrs 5 mos
MML Investors Services, INC.Broker
September 2004 - March 2007 · 2 yrs 6 mos
Wachovia Securities, LLC
July 2003 - August 2004 · 1 yr 1 mo
Wachovia Securities, LLCBroker
July 2003 - August 2004 · 1 yr 1 mo
Prudential Securities Incorporated
June 2002 - July 2003 · 1 yr 1 mo
Prudential Securities IncorporatedBroker
June 2001 - July 2003 · 2 yrs 1 mo
State Registrations18 states
CACOCTDEFLILMAMIMONJNYPAPRSCTNTXWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.