Morgan Stanley
44yrs
Top advisor by experience in Lafayette
16yrs
Caleb Quick is a fiduciary financial advisor in Lafayette, Indiana, with 16 years in the industry. After a year at J.P. Morgan Securities and less than a year at Chase Investment Services, Caleb joined Morgan Stanley in 2013, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 116 advisors with offices in Lafayette, and one of 105 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors nationwide
Office415 Columbia Street Suite 3100, Lafayette, IN 47901
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowMorgan StanleyCurrent firm
- Oct 2012 – May 2013J.P. Morgan Securities LLCPreviously
- Jun 2012 – Oct 2012Chase Investment Services Corp.Previously
- Oct 2010 – Jun 2012MerrillPreviously
Contact Caleb
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Caleb. 415 Columbia Street Suite 3100Lafayette, IN 47901Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Caleb
Tailored to Caleb’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Caleb
How do I contact Caleb?
Call Morgan Stanley at (914) 225-5510 and ask for Caleb Quick. Caleb works from the Lafayette, IN office.
How long has Caleb been a financial advisor?
Caleb has been in the industry since 2010, about 16 years. More experience than 52% of advisors nationwide.
What licenses does Caleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Caleb a fiduciary?
Caleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Caleb paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Caleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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