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Cade A Satz

Morgan Stanley

Indianapolis, IN

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
IN RA APPROVED 2026-03-07
  • TX RA
    APPROVED
    Since 2026-04-10
  • IN RA
    APPROVED
    Since 2026-03-07

Branch Locations

800 East 96Th Street Suite 400, Indianapolis, IN 46240 • 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
OrganizationCityStateFromTo
Morgan Stanley Indianapolis IN 06/2023 Present
Morgan Stanley Indianapolis IN 06/2022 06/2023
College Bloomington IN 08/2018 06/2022
High School Indianaplis IN 08/2014 05/2018
  • 06/2023 → Present
    Morgan Stanley
    Indianapolis, IN
  • 06/2022 → 06/2023
    Morgan Stanley
    Indianapolis, IN
  • 08/2018 → 06/2022
    College
    Bloomington, IN
  • 08/2014 → 05/2018
    High School
    Indianaplis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-07
S63 Uniform Securities Agent State Law Examination 2023-07-28
  • S65 Uniform Investment Adviser Law Examination
    2026-03-07
  • S63 Uniform Securities Agent State Law Examination
    2023-07-28

View on SEC IAPD

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Lucy L Gilmore
AARON JAMES PETTERSEN
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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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