Tristan L Kassel

CRD 7496129

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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
TX	RA	APPROVED	2023-01-09
FL	RA	APPROVED	2023-01-06

TX RA
APPROVED

Since 2023-01-09
FL RA
APPROVED

Since 2023-01-06

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 Smith Barney Llc	Tampa	FL	03/2022	Present
Service Response Partners	Reno	NV	01/2021	11/2021
Fitness 2 Go	Reno	NV	07/2018	01/2021
Full-Time Education	Verdi	NV	06/2018	07/2018
Subway	Verdi	NV	04/2018	06/2018
Full-Time Education	Verdi	NV	09/2012	04/2018
Unemployed	Wimauma	FL	11/2021	03/2022

03/2022 → Present

Morgan Stanley Smith Barney Llc

Tampa, FL
01/2021 → 11/2021

Service Response Partners

Reno, NV
07/2018 → 01/2021

Fitness 2 Go

Reno, NV
06/2018 → 07/2018

Full-Time Education

Verdi, NV
04/2018 → 06/2018

Subway

Verdi, NV
09/2012 → 04/2018

Full-Time Education

Verdi, NV
11/2021 → 03/2022

Unemployed

Wimauma, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-05

S66 Uniform Combined State Law Examination

2023-01-05

View on SEC IAPD

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