RN
RN

Rachael Naylor

31 Years of Experience
New York, NY
Broker

Rachael Naylor is a registered investment advisor at Morgan Stanley, based in New York, NY, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 East 52nd Street, 28th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Rachael owns rental properties in Brooklyn, NY and Jacksonville, FL since 2017. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Lehman Brothers INC.
June 2003 - May 2008 · 4 yrs 11 mos
Lehman Brothers INC.Broker
September 2000 - May 2008 · 7 yrs 8 mos
UBS Warburg LLCBroker
September 1998 - September 2000 · 2 yrs
Refco Securities, INC.Broker
May 1998 - July 1998 · 2 mos
Sbc Warburg Dillon Read INC.Broker
November 1993 - December 1997 · 4 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rachael Naylor - Financial Advisor | TrueAdvisor