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Monica A Cassara

Morgan Stanley

New Orleans, LA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-23
LA RA APPROVED 2024-05-15
  • TX RA
    APPROVED
    Since 2024-05-23
  • LA RA
    APPROVED
    Since 2024-05-15

Branch Locations

1100 Poydras Street Suite 1900, New Orleans, LA 70163 • 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 New Orleans LA 10/2023 Present
Joseph M. Cassara D.D.S. Mountain View CA 08/2012 10/2023
Augusta National Golf Club Augusta GA 04/2018 04/2022
Churchill Downs Racetrack Louisville KY 09/2021 07/2022
Quail Hollow Club Charlotte NC 09/2022 09/2022
Pebble Beach Compnay Pebble Beach CA 07/2018 08/2018
  • 10/2023 → Present
    Morgan Stanley
    New Orleans, LA
  • 08/2012 → 10/2023
    Joseph M. Cassara D.D.S.
    Mountain View, CA
  • 04/2018 → 04/2022
    Augusta National Golf Club
    Augusta, GA
  • 09/2021 → 07/2022
    Churchill Downs Racetrack
    Louisville, KY
  • 09/2022 → 09/2022
    Quail Hollow Club
    Charlotte, NC
  • 07/2018 → 08/2018
    Pebble Beach Compnay
    Pebble Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10

View on SEC IAPD

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Other Offices

MONTZ HARCUS WEALTH MANAGEMENT · NEW ORLEANS, LA
BEACON POINTE ADVISORS, LLC · NEW ORLEANS, LA
EDWARD JONES · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · New Orleans, LA
STATE FARM INVESTMENT MANAGEMENT CORP. · NEW ORLEANS, LA
LPL FINANCIAL LLC · NEW ORLEANS, LA
CETERA INVESTMENT ADVISERS LLC · NEW ORLEANS, LA

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