Kacie Connors, financial advisor Miami Beach FL
90 score

Kacie Connors

CRD Number: 6138588
Current Firm: Morgan Stanley

Kacie Connors (CRD# 6138588) is an Investment Advisor Representative working at Morgan Stanley in Miami Beach, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Wealth Management Dallas, TX Nov 2012 - Current 4
Unemployed N/a, MI Sep 2012 - Nov 2012 < 1
Carney's Restaurant Stone Harbor, NJ May 2012 - Sep 2012 < 1
Student Nashville, TN Aug 2002 - May 2012 9
Djanira Cortesao Barcelona, Jun 2011 - Jul 2011 < 1
Worthy Fashion Radnor, PA Jun 2010 - Aug 2010 < 1
Vanderbilt University / University Of Virginia Nashville/charlottesville, VA Jun 2009 - Aug 2009 < 1
Teresa's Cafe Wayne, PA Dec 2007 - Jan 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Kacie L. Connors
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
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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