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Sarah Casey

2 Years of Experience
Winston-Salem, NC
Broker

Sarah Casey is a registered investment advisor at Morgan Stanley, based in Winston-Salem, NC, with 2 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

100 North Main Street, Suite 2500, Winston-Salem, NC, 27101

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Sarah works at The Katharine Brasserie & Bar, a restaurant/bar/nightclub, outside of business hours. This takes about a quarter of Sarah's time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
July 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
May 2023 - Present · 3 yrs 4 mos
State Registrations46 states
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AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Sarah Casey - Financial Advisor | TrueAdvisor