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Cassie Lee Lanser

Morgan Stanley

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About Cassie Lee Lanser

Cassie Lanser is a financial advisor with over 18 years of experience in the financial services industry. Cassie currently works at Morgan Stanley in Chicago, Illinois. Cassie has a broad range of experience working with individuals, corporations and institutions. Cassie is registered with FINRA and holds the Series 7, Series 55, and Series 66 licenses.

Firm Information

Cassie Lanser is currently registered with Morgan Stanley. Morgan Stanley is a Limited Liability Company based in PURCHASE, NY, formed in 2009. They offer a wide range of advisory services, including financial planning, pension consulting, educational seminars, and selection of other advisors. Their client base includes individuals, high-net-worth individuals, investment clubs, corporations, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Morgan Stanley manages approximately $10 billion to $50 billion in assets. Their website addresses are HTTP://WWW.MORGANSTANLEYCLIENTSERV.COM and HTTP://WWW.MORGANSTANLEY.COM.
Morgan Stanley

2000 WESTCHESTER AVENUE

PURCHASE, NY 10577-2530

$1.40T

Assets Under Management

335,385

Total Clients

23,624

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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asset allocation advice

Asset allocation advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

See schedule d miscellaneous

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Cassie Lanser’s Registration & Firm History

IL

04/22/2021 - Present

Morgan Stanley (Chicago IL)

IL

02/15/2017 - 03/12/2021

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

IL

11/02/2011 - 11/30/2016

LPL FINANCIAL LLC (ORLAND PARK IL)

GA

08/11/2008 - 12/31/2008

PFS INVESTMENTS INC. (DULUTH GA)

IL

09/29/2005 - 09/08/2006

NFP SECURITIES, INC. (CHICAGO IL)

NY

08/01/2002 - 11/23/2004

HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (NEW YORK NY)

NJ

03/15/2002 - 08/01/2002

SKEFFINGTON SECURITIES, L.L.C. (JERSEY CITY NJ)

NY

03/15/2002 - 03/18/2002

HOLD BROTHERS ON-LINE INVESTMENT SERVICES INC. (NEW YORK NY)

TX

07/25/2000 - 07/18/2001

PROTRADER TRADING, L.L.C. (AUSTIN TX)

TX

04/14/2000 - 07/18/2001

PROTRADER SECURITIES CORPORATION (AUSTIN TX)

IL

08/31/1999 - 04/13/2000

HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)

CA

01/28/1998 - 03/16/1999

DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)

NJ

01/02/1997 - 12/05/1997

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 11/29/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/30/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/08/1999

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Cassie Lee Lanser.
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