Katherine Casey, financial advisor West Palm Beach FL
93 score

Katherine Casey

CRD Number: 1057289
Current Firm: Morgan Stanley

Katherine Casey (CRD# 1057289) is an Investment Advisor Representative working at Morgan Stanley in West Palm Beach, FL and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney West Palm Beach, FL Jun 2009 - Current 7
Citigroup Global Markets Inc. West Palm Beach, FL May 1989 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
Contact Info for Katherine F. Casey
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
93
Clean Record
This advisor has a clean track record with regulators.

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