Gary
Kashdan

Morgan Stanley

CRD#1300569
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5 Concourse Parkway - Suite 2000
Atlanta, GA 30328

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

GA Average: $7,464,549,021
Total Number of Employees

26,000

GA Average: 88
Total Number of Accounts

1,815,592

GA Average: 3,892
Average Account Size

$401,659

GA Average: $1,917,921

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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
  • Other

Gary Kashdan Work History

Gary has 11 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2014 - 2014 (< 1 year)

United Capital Financial Advisers, LLC

2014 - 2016 (2 years)

Morgan Stanley

2013 - 2013 (< 1 year)

Raymond James & Associates, Inc

2007 - 2013 (6 years)

Morgan Keegan And Company, Inc

Disclosures

Gary Kashdan has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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