Casey Watt Knowles

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

• 05/2016 → Present
  Morgan Stanley
  Stockton, CA
• 05/2016 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 2016-05-12 → 2016-05-26
  Stifel, Nicolaus & Company, Incorporated
  Stockton, CA
  St. Louis, MO
• 2009-06-01 → 2016-05-18
  Morgan Stanley
  Stockton, CA
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Stockton, CA
• 2002-02-05 → 2007-04-02
  Morgan Stanley Dw Inc.
  Stockton, CA
  Stockton, CA

Other Businesses

*310985 - Knowles Vineyard; Lodi CA; Farming; Sole Proprietor / Owner / Partner; 01/2016; 0,2 *416924 - Income property; Investment related Yes; sacramento, CA; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2020; During business hours: 0; After business hours: 0; Administrative. *582819- CCK Holdings; Investment related: Yes; lodi, California; Other; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 0; Business Development/Growt

Exams

• S66 Uniform Combined State Law Examination
  2001-05-01

Other Names

• Case Watt Knowles
• Case W. Knowles
• Case W. Knowles