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Cassidy B Carr

Morgan Stanley

Cincinnati, OH

CRD 7314082

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-01
OH RA APPROVED 2024-08-17
  • TX RA
    APPROVED
    Since 2024-11-01
  • OH RA
    APPROVED
    Since 2024-08-17

Branch Locations

7755 Montgomery Road 2Nd Floor, Cincinnati, OH 45236 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Cincinnati OH 08/2023 Present
The Ojm Group Cincinnati OH 12/2022 02/2023
Livewell Capital Cincinnati OH 11/2020 10/2022
Aegis Protective Services Cincinnati OH 11/2018 11/2020
Us Army Middletown OH 04/2012 Present
  • 08/2023 → Present
    Morgan Stanley
    Cincinnati, OH
  • 12/2022 → 02/2023
    The Ojm Group
    Cincinnati, OH
  • 11/2020 → 10/2022
    Livewell Capital
    Cincinnati, OH
  • 11/2018 → 11/2020
    Aegis Protective Services
    Cincinnati, OH
  • 04/2012 → Present
    Us Army
    Middletown, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-16
  • S66 Uniform Combined State Law Examination
    2024-08-16
Other Names
  • Cassidy Barbara Faith Carr

View on SEC IAPD

Nearby Firms

QUEEN CITY CAPITAL MANAGEMENT, LLC
OSAIC WEALTH, INC.
BAHL & GAYNOR LLC

Nearby Investors

JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS

Nearby Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH

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