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About this Advisor
Gary Kashdan is a certified financial planner in Atlanta, Georgia. Currently a registered investment advisor with Morgan Stanley, Kashdan has 11 years of work experience. Kashdan holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Kashdan is registered to advise customers in Georgia. Over the course of their career, Kashdan has held roles at Morgan Keegan And Company, Inc, Raymond James & Associates, Inc, United Capital Financial Advisers, LLC, Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley is headquartered in Atlanta, Georgia, and has 702 additional offices in the country. Overall, Morgan Stanley manages $735 billion in assets across 1,724,668 client accounts and employs more than 26,000 people. The firm's total assets under management makes it one of the largest firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Morgan Stanley can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Gary Kashdan Work History
Gary has 11 years of experience.
Morgan Stanley Private Bank, National Association
United Capital Financial Advisers, LLC
Raymond James & Associates, Inc
Morgan Keegan And Company, Inc
Gary Kashdan has no disclosures.
Please visit their SEC profile for more details.