Stacey Marisa Waite

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

• 10/2009 → 06/2021
  Metlife Investors Distribution Company
  Irvine, CA
• 03/2017 → 06/2021
  Brighthouse Securities, Llc
  Incline Village, NV
• 06/2021 → Present
  Prudential Insurance Company Of America
  Costa Mesa, CA
• 06/2021 → 11/2022
  Prudential Annuities Distributors
  Costa Mesa, CA
• 11/2022 → Present
  Morgan Stanley
  Rancho Santa Fe, CA
• 08/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-06-10
• S63 Uniform Securities Agent State Law Examination
  2009-12-11

Other Names

• Stacey Marisa Waite
• Stacey Castleton
• Stacey Marisa Castleton