VC
VC
Vela Caspersen is a registered investment advisor at Morgan Stanley, based in Canton, OH, with 12 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
4455 Dressler Road, Suite 202, Canton, OH, 44718
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Regulatory History (2)
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Financial
April 2017Final
Financial
April 2016Final
Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 11 mos
Morgan Stanley
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - October 2022 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - October 2022 · 5 yrs 7 mos
PNC Investments
August 2014 - July 2016 · 1 yr 11 mos
PNC InvestmentsBroker
January 2014 - July 2016 · 2 yrs 6 mos
W&s Brokerage Services, INC.Broker
October 2012 - December 2013 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.