CA
CA

Cassie Anderson

8 Years of Experience
Holladay, UT
Broker

Cassie Anderson is a registered investment advisor at Morgan Stanley, based in Holladay, UT, with 8 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

6510 South Millrock Drive, Suite 100, Holladay, UT, 84121

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Cassie is a board member for The Family Support Center, a non-profit organization, since 2017. She dedicates minimal time to business development and growth for the organization.

Employment History
Current Registrations
Morgan Stanley
December 2019 - Present · 6 yrs 5 mos
Morgan StanleyBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2017 - December 2019 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2017 - December 2019 · 2 yrs 9 mos
State Registrations40 states
AZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMEMIMNMOMTNCNENVNYOHORPASCSDTNTXUTVAVTWAWIWVWY
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.
Cassie Anderson - Financial Advisor | TrueAdvisor