Gino Daniel Cassese

CRD 7319745

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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

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-27

NY RA
APPROVED

Since 2021-04-27

Branch Locations

1585 Broadway, New York, NY 10036 • 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

Organization	City	State	From	To
Morgan Stanley	New York	NY	01/2021	Present
Cassese And Sons Construction Corp.	Shrub Oak	NY	07/2014	12/2020
Marist College	Poughkeepsie	NY	08/2015	12/2019

01/2021 → Present

Morgan Stanley

New York, NY
07/2014 → 12/2020

Cassese And Sons Construction Corp.

Shrub Oak, NY
08/2015 → 12/2019

Marist College

Poughkeepsie, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-05

S66 Uniform Combined State Law Examination

2021-03-05

View on SEC IAPD

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