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Cassandra Osundele

5 Years of Experience
Houston, TX
Broker

Cassandra Osundele is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 5 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

15021 Katy Freeway, Suite 650, Houston, TX, 77094

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Cassandra is the sole proprietor/owner of Fatou's Choice LLC, a restaurant/bar/nightclub in Katy, Texas. She spends about a quarter of her time on labor/service, customer service, and administrative tasks for this business after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2022 - August 2022 · 1 mo
Fidelity Brokerage Services LLCBroker
July 2022 - August 2022 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2020 - June 2022 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2020 - June 2022 · 1 yr 9 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.