Casey Einecker

CRD 7013287

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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
FL	RA	APPROVED	2019-07-25
TX	RA	APPROVED	2019-07-16
IL	RA	APPROVED	2018-12-22

FL RA
APPROVED

Since 2019-07-25
TX RA
APPROVED

Since 2019-07-16
IL RA
APPROVED

Since 2018-12-22

Branch Locations

4050 West Boy Scout Boulevard, Tampa, FL 33607 • 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	Temple Terrace	FL	09/2018	Present
Ferg's Live	Tampa	FL	02/2017	09/2018
Cinnebistro	Tampa	FL	06/2018	07/2018
Village Of Algonquin	Algonquin	IL	05/2016	08/2017
University Of Tampa	Tampa	FL	08/2014	05/2018
Morgan Stanley Private Bank, N.A.	New York	NY	11/2018	Present

09/2018 → Present

Morgan Stanley

Temple Terrace, FL
02/2017 → 09/2018

Ferg's Live

Tampa, FL
06/2018 → 07/2018

Cinnebistro

Tampa, FL
05/2016 → 08/2017

Village Of Algonquin

Algonquin, IL
08/2014 → 05/2018

University Of Tampa

Tampa, FL
11/2018 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-12-22

S66 Uniform Combined State Law Examination

2018-12-22

View on SEC IAPD

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