Kyle R Casten
Investment adviser representative at Morgan Stanley
13 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Kyle R Casten? 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 StanleyJan 2024 to now
- UnemployedSep 2022 to Dec 2023
- Morgan StanleyJun 2022 to Aug 2022
- UnemployedSep 2021 to May 2022
- Cranberry Highlands Golf CourseMay 2021 to Aug 2021
- UnemployedSep 2020 to Apr 2021
- Lowe'sJun 2020 to Aug 2020
- UnemployedSep 2019 to May 2020
- Giant EagleJun 2019 to Aug 2019
- UnemployedSep 2018 to May 2019
- Giant EagleJun 2018 to Aug 2018
- UnemployedSep 2017 to May 2018
- Giant EagleJun 2017 to Aug 2017
- UnemployedJan 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (AZ, IL, 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
- 7526097
- Firm CRD
- 149777