SC
SC

Salvatore Cassar

11 Years of Experience
Jericho, NY
3 DisclosuresBroker

Salvatore Cassar is a registered investment advisor at Morgan Stanley, based in Jericho, NY, with 11 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
Loading...

Location

Two Jericho Plaza, Jericho, NY, 11753

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
February 2020
Final
Financial
April 2019
Final
Financial
September 2018
Final
Employment History
Current Registrations
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
November 2017 - April 2021 · 3 yrs 5 mos
J.P. Morgan Securities LLCBroker
November 2017 - April 2021 · 3 yrs 5 mos
AXA Advisors, LLC
May 2015 - November 2017 · 2 yrs 6 mos
AXA Advisors, LLCBroker
April 2015 - November 2017 · 2 yrs 7 mos
Craig Scott Capital, LLCBroker
April 2014 - December 2014 · 8 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.