Capitol Securities Management
47yrs
Top advisor by experience in Tampa
8yrs
Casey Einecker
Financial advisor at Morgan Stanley
Casey Einecker has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Tampa, Florida. Casey joined Morgan Stanley in 2018, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 3078 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office4050 West Boy Scout Boulevard, Tampa, FL 33607
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 ?1 state
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
- 2018 – nowMorgan StanleyCurrent firm
Questions to ask Casey
Tailored to Casey’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Casey
How do I contact Casey?
Call Morgan Stanley at 914-225-5510 and ask for Casey Einecker. Casey works from the Tampa, FL office.
How long has Casey been a financial advisor?
Casey has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Casey hold?
Series 66. Tap any license on this page to see what it allows.
Is Casey a fiduciary?
Casey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Casey 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 Casey 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.
Other advisors nearby
J. W. Cole Advisors
47yrs
Top advisor by experience at J. W. Cole Advisors
Ameriprise Financial Services
47yrs
Top 1% by experience in Tampa
Morgan Stanley
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa
Capitol Securities Management
46yrs
Top 1% by experience in Tampa