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Rhonda Loy

30 Years of Experience
Baton Rouge, LA
Broker

Rhonda Loy is a registered investment advisor at Morgan Stanley, based in Baton Rouge, LA, with 30 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

400 Convention Street, Suite 400, Baton Rouge, LA, 70802

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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

Rhonda is involved in two real estate ventures: Beachaholic Properties LLC in Florida since 2016 and SRHN Properties LLC in Louisiana since 2022. She dedicates minimal time outside of business hours to property management and related tasks for both.

Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 9 yrs 1 mo
Morgan StanleyBroker
August 2017 - Present · 9 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - August 2017 · 20 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1996 - August 2017 · 21 yrs 6 mos
State Registrations19 states
ALCACODCFLGAIAKSLAMSNCNMNYOHOKSCTNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.