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Milin Rao

16 Years of Experience
Red Bank, NJ
Broker

Milin Rao is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 16 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

89 Broad Street, Ground Floor, Red Bank, NJ, 07701-1922

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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

Milin is a board member of the Holmdel Foundation for Educational Excellence since 2021, focusing on business development and marketing. This takes minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Morgan StanleyBroker
September 2011 - Present · 14 yrs 8 mos
Morgan Stanley
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Barclays Capital INC.Broker
April 2010 - April 2011 · 1 yr
Barclays Capital INC.
April 2010 - April 2011 · 1 yr
Neuberger Berman, LLC
October 2007 - February 2009 · 1 yr 4 mos
Neuberger Berman, LLCBroker
September 2007 - February 2009 · 1 yr 5 mos
State Registrations27 states
AZCACOCTDCDEFLGAIDILMAMDMINCNJNVNYOHPARISCTXVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Milin Rao - Financial Advisor | TrueAdvisor