Karen Cassandra Reid

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → Present
  Morgan Stanley
  Washington, DC

Other Businesses

*630101 - Wegmans; Investment Related - No; Lanham, Maryland; Wholesale/Distribution; Cashier(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03-2025; During Business Hours: 0; After Business Hours: 10; Customer Service

Exams

• S66 Uniform Combined State Law Examination
  2018-08-18
• S63 Uniform Securities Agent State Law Examination
  2015-04-11

Other Names

• Karen C Ried-Long
• Karen C Reid-Long
• Karen C Reid-Long
• Karen Cassandra Reid
• Karen Cassandra Reid Long