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.
100 North Main Street, Suite 2500, Winston-Salem, NC, 27101
Get directionsNo 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 →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.
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.