Skip to content

Carmine J Castiello

Investment adviser representative at Morgan Stanley
10 yearsExperience
1 stateRegistered in
$2TFirm assets
17 yearsFirm in business

Are you Carmine J Castiello? Claim your profile

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

10 years in the industry.

  1. Morgan StanleySep 2024 to now
  2. Patsys PizzeriaJun 2024 to Aug 2024
  3. Berkshire Asset ManagementFeb 2024 to May 2024
  4. Morgan StanleyJun 2023 to Aug 2023
  5. Waterfront NycJun 2022 to Aug 2022
  6. Waterfront NycJun 2021 to Aug 2021
  7. Kings CollegeSep 2020 to May 2024
  8. Waterfront NycMay 2020 to Aug 2020
  9. Iona PrepSep 2016 to May 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7766723
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm