Cassandra Morris is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-06-09 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2025-05-02 | 2026-05-18 | — |