Cassandra Morris
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.May 2026 to now
- Charles Schwab BankMay 2026 to now
- Morgan Stanley Private Bank, N.AJul 2025 to May 2026
- Morgan StanleyNov 2024 to May 2026
- Poplar Grove Golf ClubSep 2024 to Dec 2024
- Charles SchwabJun 2023 to Aug 2023
- Willow Oaks Country ClubMay 2022 to Aug 2022
- Full Time EducationJan 2022 to Sep 2024
- Virginia Wedding Photography and Videography LLCMar 2019 to Aug 2022
- Cherry Hill ProgramsMar 2017 to Apr 2019
- Wood and Iron Game Day Restaurant and BarJan 2017 to Dec 2018
- Full Time EducationAug 2016 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OK).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7746850
- Firm CRD
- 5393