Casey Wieczorek is a CFP-designated registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 14 years of industry experience. Casey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History
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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Casey is a managing member of Main Street Chester Properties, LLC since 2003 and Trey Mainstreet Associates, LLC since 2006, both rental property businesses. Casey dedicates minimal time outside of business hours to property management for each company.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Cary Street Partners
Tradition Asset Management LLC
Tradition Capital Management LLC
Candor Wealth Advisors LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
State Registrations40 states
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
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