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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)19 years in industry

CASEY JOHN WIECZOREK

Advisor at MORGAN STANLEY

Morristown, NJ

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Dec 14, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 14, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 30, 2023
First registration: Dec 14, 2006
Dual registered: yes, broker-dealer
Other names: CASEY J WIECZOREK|CHIP WIECZOREK|Casey Wieczorek
IAPD individual key: 5240482

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Oct 12, 2023	n/a	yes	Morristown, NJ	Current employment
CARY STREET PARTNERS	Bd affiliated wealth	Jul 1, 2020	Nov 10, 2023	no	Richmond, VA	Previous registration
TRADITION ASSET MANAGEMENT LLC	Former SEC adviser	May 28, 2019	Nov 13, 2020	no	SUMMIT, NJ	Previous registration
CANDOR WEALTH ADVISORS LLC	Former SEC adviser	Jun 8, 2015	Jan 5, 2016	no	SUMMIT, NJ	Previous registration
TRADITION CAPITAL MANAGEMENT LLC	Former SEC adviser	Jun 8, 2015	Dec 10, 2019	no	SUMMIT, NJ	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Sep 4, 2009	no	Morristown, NJ	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Dec 14, 2006	Jun 1, 2009	no	FLORHAM PARK, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CARY STREET PARTNERS	MORGAN STANLEY	Nov 10, 2023	Oct 12, 2023	-29	Firm change	Ibd to wirehouse
TRADITION ASSET MANAGEMENT LLC	CARY STREET PARTNERS	Nov 13, 2020	Jul 1, 2020	-135	Firm change after gap	RIA to ibd
TRADITION CAPITAL MANAGEMENT LLC	TRADITION ASSET MANAGEMENT LLC	Dec 10, 2019	May 28, 2019	-196	Firm change after gap	RIA to new firm
CANDOR WEALTH ADVISORS LLC	TRADITION CAPITAL MANAGEMENT LLC	Jan 5, 2016	Jun 8, 2015	-211	Firm change after gap	Other
MORGAN STANLEY	CANDOR WEALTH ADVISORS LLC	Sep 4, 2009	Jun 8, 2015	2,103	Firm change after gap	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
300756:128545:NJ:2020-11-13	Nov 13, 2020	Jul 1, 2020	SUMMIT, NJ	Firm change after gap
113755:300756:NJ:2019-12-10	Dec 10, 2019	May 28, 2019	SUMMIT, NJ	Firm change after gap
147557:113755:NJ:2016-01-05	Jan 5, 2016	Jun 8, 2015	SUMMIT, NJ	Firm change after gap

Relationships

Registered with (6)

→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Sep 4, 2009factForm ADV
→ CARY STREET PARTNERSRegistered adviserregistration: previous registration
Jul 1, 2020 to Nov 10, 2023factForm ADV
→ TRADITION ASSET MANAGEMENT LLCRegistered adviserregistration: previous registration
May 28, 2019 to Nov 13, 2020factForm ADV
→ TRADITION CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jun 8, 2015 to Dec 10, 2019factForm ADV
→ CANDOR WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Jun 8, 2015 to Jan 5, 2016factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Dec 14, 2006 to Jun 1, 2009factForm ADV

Dated events

Occurred
Nov 10, 2023
Advisor changed firm
Casey John Wieczorek left Cary Street Partners for Morgan Stanley (registered 2023-10-12)
Form ADVobserved 5 days ago