Bryan Carl Caggiano
Investment adviser representative at Morgan Stanley
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2TFirm assets
Are you Bryan Carl Caggiano? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Morgan StanleyMay 2025 to now
- Morgan Stanley Private Bank, N.AMay 2025 to now
- Morgan Stanley Smith Barney LLCMay 2025 to now
- UBS Financial Services IncNov 2013 to May 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4736170
- Firm CRD
- 149777