CW
CFP
CW
CFP

Casey Wieczorek

13 Years of Experience
Morristown, NJ
Broker

Casey Wieczorek is a CFP-designated registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 13 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

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
October 2023 - Present · 2 yrs 7 mos
Morgan Stanley
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Cary Street Partners
July 2020 - November 2023 · 3 yrs 4 mos
Tradition Asset Management LLC
May 2019 - November 2020 · 1 yr 6 mos
Tradition Capital Management LLC
June 2015 - December 2019 · 4 yrs 6 mos
Candor Wealth Advisors LLC
June 2015 - January 2016 · 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.Broker
February 2007 - June 2009 · 2 yrs 4 mos
Citigroup Global Markets INC.
December 2006 - June 2009 · 2 yrs 6 mos
State Registrations39 states
ARAZCACOCTDCDEFLGAHIILKSKYLAMAMDMEMIMNMOMTNCNENHNJNVNYORPARISCSDTXVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.