Kyle R Casten

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

• 01/2024 → Present
  Morgan Stanley
  Chicago, IL
• 06/2022 → 08/2022
  Morgan Stanley
  Temple Terrace, FL
• 01/2013 → 05/2017
  Unemployed
  Mars, PA
• 06/2020 → 08/2020
  Lowe'S
  Cranberry, PA
• 05/2021 → 08/2021
  Cranberry Highlands Golf Course
  Cranberry, PA
• 09/2020 → 04/2021
  Unemployed
  Mars, PA
• 09/2021 → 05/2022
  Unemployed
  Mars, PA
• 09/2022 → 12/2023
  Unemployed
  Mars, PA
• 06/2017 → 08/2017
  Giant Eagle
  Cranberry, PA
• 06/2018 → 08/2018
  Giant Eagle
  Cranberry, PA
• 06/2019 → 08/2019
  Giant Eagle
  Cranberry, PA
• 09/2017 → 05/2018
  Unemployed
  Mars, PA
• 09/2018 → 05/2019
  Unemployed
  Mars, PA
• 09/2019 → 05/2020
  Unemployed
  Mars, PA

Other Businesses

*613085- Scottsdale National Golf Club; Investment related: No; Scottsdale, Arizona; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 16; Labor/Service *644145 - Medinah Country Club; Investment Related - No; Medinah, Illinois; Recreation; Caddie (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours: 0; After Business Hours: 16; Labor/Service *687178- Shoreacres; Investment related: No; Lake Bluff, Illinois; Recreation; Caddie (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 16; Labor/Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-27
• S63 Uniform Securities Agent State Law Examination
  2024-01-12