Alexa Casey is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7755 Montgomery Road, 2nd Floor, Cincinnati, OH, 45236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alexa operates her LPL business through Periscope Financial, dedicating full-time hours to it. She also works as a social media freelancer, creating content for a pharmacy business for about 10-20% of her time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Investment Distributors, INC.Broker
Concourse Financial Group Securities, INC.Broker
State Registrations44 states
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