Santiago Casella, financial advisor Miami FL
90 score

Santiago Casella

CRD Number: 5939669
Current Firm: Morgan Stanley

Santiago Casella (CRD# 5939669) is an Investment Advisor Representative working at Morgan Stanley in Miami, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Miami, FL Mar 2015 - Current 1
Rbc Capital Markets, LLC Miami, FL Feb 2012 - Mar 2015 3
Rbc Capital Markets, LLC Miami, FL Jun 2011 - Dec 2011 < 1
University Of Miami Miami, FL Jan 2010 - Jun 2011 1
Els Boston, MA Jun 2009 - Dec 2010 1
Insper Ibmec Sao Paulo, Jun 2006 - Jun 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Santiago Casella
Phone Number: 914-225-5510
Registered State(s):
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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