Kimberly McCaslin, financial advisor Indianapolis IN
93 score

Kimberly McCaslin

CRD Number: 4469634
Current Firm: Morgan Stanley

Kimberly McCaslin (CRD# 4469634) is an Investment Advisor Representative working at Morgan Stanley in Indianapolis, IN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Indianapolis, IN Nov 2013 - Current 3
Morgan Stanley Smith Barney LLC Indianapolis, IN Jun 2009 - Nov 2013 4
Morgan Stanley & Company, Incorporated Indianapolis, IN Apr 2007 - Jun 2009 2
Morgan Stanley Dw Inc. Indianapolis, IN Nov 2000 - Apr 2007 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Kimberly A. McCaslin
Phone Number: 914-225-5510
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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