Kassandra Grove is a registered investment advisor at Morgan Stanley, based in Lake Oswego, OR, 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
4800 Meadows Road, Suite 400, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Kassandra is an officer at Grove Custom Fabrication LLC, a construction/engineering company, since November 2020. She spends about 10-20% of her time on accounting and bookkeeping tasks after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations14 states
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.