CB
CB
Cassandra Beauvais
3 Years of Experience
Hartford, CT
1 DisclosureBroker
Cassandra Beauvais is a registered investment advisor at Morgan Stanley, based in Hartford, CT, with 3 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
225 Asylum Street, 14th Floor, Hartford, CT, 06103
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Regulatory History (1)
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Financial
May 2020Final
Other Business Activities
Cassandra is a public notary in South Glastonbury, Connecticut, since January 2021. She dedicates minimal time outside of business hours to this civic/religious/community activity.
Employment History
Current Registrations
Morgan Stanley
January 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Lincoln Financial Advisors Corporation
April 2023 - June 2024 · 1 yr 2 mos
Lincoln Financial Advisors CorporationBroker
April 2023 - June 2024 · 1 yr 2 mos
Avantax Advisory Services
September 2022 - April 2023 · 7 mos
Avantax Investment Services, INC.Broker
September 2021 - April 2023 · 1 yr 7 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIIDILKSLAMAMDMEMIMOMTNCNHNJNVNYOHOKORPARISCSDTNTXUTVAVTWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.