Cassie L Gieselman

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

• 12/2016 → Present
  Morgan Stanley
  Davenport, IA
• 10/2016 → 04/2017
  Chick-Fil-A
  Davenport, IA
• 09/2016 → 10/2016
  Robert Half Officetemps
  Davenport, IA
• 10/2014 → 09/2016
  Marty Clifton State Farm
  Bettendorf, IA

Exams

• S66 Uniform Combined State Law Examination
  2019-09-16

Other Names

• Cassie Davis
• Cassie Gieselman