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Casandra Siemens

22 Years of Experience
Miami, FL
Broker

Casandra Siemens is a registered investment advisor at Morgan Stanley, based in Miami, FL, 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
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Location

200 S. Biscayne Blvd., Miami, FL, 33131

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History

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.

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Other Business Activities

Casandra owns rental properties in Uruguay since 2016 and 2019. She dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Morgan Stanley
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2015 - May 2021 · 6 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
April 2014 - May 2021 · 7 yrs 1 mo
Bnp Paribas Investment Services, LLCBroker
August 2003 - April 2014 · 10 yrs 8 mos
State Registrations11 states
CACODCDEFLLAMANVNYORWA
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.
Casandra Siemens - Financial Advisor | TrueAdvisor