Casey Hall is a registered investment advisor at Morgan Stanley, based in Tempe, AZ, with 9 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
58 South River Drive, Suite 401, Tempe, AZ, 85281
Get directionsHistory
Regulatory History (1)
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Criminal
August 2001Final Disposition
Employment History
Current Registrations
Morgan Stanley
December 2021 - Present · 4 yrs 5 mos
Morgan StanleyBroker
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
May 2015 - December 2019 · 4 yrs 7 mos
Charles Schwab & CO., INC.
May 2015 - December 2019 · 4 yrs 7 mos
Edward Jones
August 2013 - October 2013 · 2 mos
Edward JonesBroker
July 2013 - October 2013 · 3 mos
State Registrations1 state
AZ
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.