RH
RH

Rochelle Hernandez

23 Years of Experience
The Woodlands, TX
Broker

Rochelle Hernandez is a registered investment advisor at Morgan Stanley, based in The Woodlands, TX, with 23 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

24 Waterway Avenue, Suite 600, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Rochelle works as a part-time delivery driver for DoorDash, dedicating a few hours per week. She also works for SRS Strategic Retail Solutions doing labor/service a few hours per week after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2024 - Present · 2 yrs 1 mo
Morgan StanleyBroker
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Edward JonesBroker
June 2023 - April 2024 · 10 mos
Edward Jones
June 2023 - April 2024 · 10 mos
UBS Financial Services INC.
February 2021 - June 2023 · 2 yrs 4 mos
UBS Financial Services INC.Broker
February 2021 - June 2023 · 2 yrs 4 mos
Usca Securities LLCBroker
February 2020 - January 2021 · 11 mos
Usca RIA LLC
February 2020 - January 2021 · 11 mos
UBS Financial Services INC.Broker
December 2010 - February 2020 · 9 yrs 2 mos
UBS Financial Services INC.
December 2010 - February 2020 · 9 yrs 2 mos
UBS Financial Services INC.Broker
June 2007 - December 2008 · 1 yr 6 mos
UBS Financial Services INC.
February 2007 - December 2008 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
November 1998 - February 2005 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - February 2005 · 6 yrs 8 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.