Steven Cassell is a registered investment advisor at Morgan Stanley, based in Sandy, UT, with 7 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
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Assets Under Management
Fee Structure
Location
200 West Civic Center Drive, Sandy, UT, 84070
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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 ActivitiesSells Insurance
Steven brokers general insurance through Vanbridge Insurance Solutions Corp, dedicating minimal time outside business hours. He also owns Magic Castle Cleaning LLC, a referral agency, spending about 10-20% of his time on referrals and sales/marketing after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Cwm, LLC
Cetera Advisor Networks LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations53 states
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