Casey A Prisco
Investment adviser representative at Morgan Stanley
19 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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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
19 years in the industry.
- Morgan StanleyOct 2025 to now
- Northern TrustSep 2025 to Oct 2025
- Northern Trust SecuritiesSep 2025 to Oct 2025
- Morgan StanleyJul 2024 to Aug 2025
- UnemployedMar 2024 to Jul 2024
- Lido Advisors, LLCMar 2024 to Mar 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Feb 2024
- UnemployedSep 2019 to Jan 2020
- Cetera Advisor NetworksAug 2018 to Sep 2019
- United Capital Financial Advisers, LLCMay 2018 to Sep 2019
- Deutsche Am Distributors, Inc.Nov 2016 to Feb 2018
- Prisco Communications, Inc.Jan 2006 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6168424
- Firm CRD
- 149777