Vela
Caspersen
Morgan Stanley
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About this Advisor
Vela Caspersen is a financial advisor based out of Canton, Ohio, who has 1 year of industry experience. Caspersen currently works for Morgan Stanley. Their career trajectory has included roles at Western Southern Life, Pnc Investments, Pnc Bank, Bc Forward, Keybank and Merrill Lynch, Pierce, Fenner & Smith Inc. Caspersen maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio and Texas. Morgan Stanley is a registered investment company based in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 people on staff. It has $1 trillion in assets among its 2,233,188 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides financial advice to 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Morgan Stanley performs a broad assortment of services, such as 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. Fees charged by financial advisors largely vary depending on which services are offered. Fee types billed by Morgan Stanley most likely include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Vela Caspersen Work History
Vela has been registered as a financial advisor for 1 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bc Forward
Keybank
Pnc Investments
Pnc Bank
Western Southern Life
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Vela Caspersen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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