Kristin Casey is a registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 20 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
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
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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
January 2018 - Present · 8 yrs 4 mos
Morgan StanleyBroker
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2013 - January 2018 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
May 2013 - January 2018 · 4 yrs 8 mos
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2006 - February 2007 · 8 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2006 - February 2007 · 9 mos
A. G. Edwards & Sons, INC.
January 2004 - November 2004 · 10 mos
A. G. Edwards & Sons, INC.Broker
November 2003 - November 2004 · 1 yr
State Registrations37 states
ALAZCACOCTDCFLGAHIIDILINKSKYMAMDMEMIMNMOMTNCNHNJNVNYOHOKORPARISCTNTXVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.