Julian Bernard Kasmai
Investment adviser representative at Morgan Stanley
11 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
11 years in the industry.
- Morgan StanleyAug 2026 to now
- Oppenheimer & Co. Inc.Jul 2025 to Aug 2026
- Lewis SteakhouseMay 2022 to Aug 2022
- Indiana UniversityAug 2021 to May 2025
- 1000 NorthJul 2021 to Jan 2022
- Spotos Oyster BarMar 2020 to Jul 2020
- William T Dwyer High SchoolAug 2017 to May 2021
- Independence Middle SchoolJan 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (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
- 8123788
- Firm CRD
- 149777