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Gennaro Cassero

Steward Partners Investment Solutions, LLC

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About Gennaro Cassero

Gennaro Cassero is a financial advisor based in Paramus, NJ. Gennaro has been in the financial industry since 1999. Gennaro is currently registered with Steward Partners Investment Solutions, LLC. Previously, Gennaro was registered with Park Avenue Securities LLC, Morgan Stanley, J.P. Morgan Securities LLC, Chase Investment Services Corp, Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. Gennaro holds the Series 7, Series 99TO, and Series 63 licenses.

Firm Information

Gennaro Cassero is currently registered with Steward Partners Investment Solutions, LLC. Steward Partners Investment Solutions, LLC is a Limited Liability Company formed in 2021 and is registered in 53 states and the SEC. The firm has reported 13 regulatory events and 1 arbitration disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

37

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.

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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Gennaro Cassero’s Registration & Firm History

NJ

08/09/2023 - Present

Steward Partners Investment Solutions, LLC (PARAMUS NJ)

NY

11/20/2015 - 08/31/2020

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

05/13/2015 - 11/04/2015

MORGAN STANLEY (PURCHASE NY)

NY

10/01/2012 - 11/14/2013

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/23/2012 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)

NY

06/01/2009 - 03/05/2012

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)

NY

10/10/1994 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 04/15/2024

Series 99TO - Operations Professional Examination

BC

Issued 08/08/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gennaro Cassero.
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