Casey Wieczorek, financial advisor Morristown NJ

Casey Wieczorek

CRD Number: 5240482
Current Firm: Morgan Stanley

Casey Wieczorek (CRD# 5240482) is an Investment Advisor Representative working at Morgan Stanley in Morristown, NJ and has 1 year of experience in the finance industry. Casey Wieczorek has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Nov 2023 - Current < 1
Morgan Stanley Smith Barney LLC Flemington, NJ Oct 2023 - Current < 1
Tradition Asset Management LLC Summit, NJ May 2019 - Oct 2023 4
Tradition Capital Management LLC Summit, NJ Mar 2015 - Apr 2019 4
Candor Wealth Advisors LLC Summit, NJ Mar 2015 - Apr 2019 4
Unemployed Far Hills, NJ Oct 2014 - Mar 2015 < 1
Beacon Trust Company Morristown, NJ Aug 2011 - Oct 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2023
Contact Info for Casey J. Wieczorek
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
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 investment companies (as well as "business development companies")
  • 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, WY

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Data verified by both the advisor and the public regulatory data.

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