Joseph J Cascio

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

• 09/2023 → Present
  Morgan Stanley
  New York, NY
• 08/2022 → 03/2023
  Olds Irish Social Club
  Providence, RI
• 06/2017 → 08/2019
  Sox World
  Cedarhurst, NY
• 11/2020 → 01/2021
  Skanska
  Queens, NY
• 06/2022 → 08/2022
  Northwestern Mutual
  Garden City, NY
• 11/2021 → 04/2022
  Vector Marketing
  Providence, RI
• 01/2013 → 06/2017
  Student
  Mineola, NY
• 03/2023 → 09/2023
  Student
  Providence, RI
• 09/2019 → 10/2020
  Student
  Providence, RI
• 02/2021 → 10/2021
  Student
  Providence, NY

Exams

• S66 Uniform Combined State Law Examination
  2024-05-04

Other Names

• Joseph John Cascio
• Joseph J Cascio