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Cassie Anne Anderson

Morgan Stanley

Holladay, UT

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2019-12-09
TX RA APPROVED 2019-12-05
  • UT RA
    APPROVED
    Since 2019-12-09
  • TX RA
    APPROVED
    Since 2019-12-05

Branch Locations

6510 South Millrock Drive Suite 100, Holladay, UT 84121 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Salt Lake City UT 01/2017 12/2019
The Kansas City Steak Company Kansas City MO 04/2015 01/2017
Bank Of America, N.A. Salt Lake City UT 03/2017 12/2019
Morgan Stanley Smith Barney Llc Holladay UT 12/2019 Present
Morgan Stanley Private Bank, N.A New York NY 01/2019 Present
  • 01/2017 → 12/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Salt Lake City, UT
  • 04/2015 → 01/2017
    The Kansas City Steak Company
    Kansas City, MO
  • 03/2017 → 12/2019
    Bank Of America, N.A.
    Salt Lake City, UT
  • 12/2019 → Present
    Morgan Stanley Smith Barney Llc
    Holladay, UT
  • 01/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-04-20
  • S66 Uniform Combined State Law Examination
    2017-04-20
Other Names
  • Cassie Alvey
  • Cassie Anne Alvey

View on SEC IAPD

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Other Offices

WELLS FARGO CLEARING SERVICES, LLC · HOLLADAY, UT
OSAIC WEALTH, INC. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
LPL FINANCIAL LLC · HOLLADAY, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT
STRATOS WEALTH PARTNERS, LTD · Holladay, UT

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