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Nihaal Rao

28 Years of Experience
Flagstaff, AZ
Broker

Nihaal Rao is a registered investment advisor at Morgan Stanley, based in Flagstaff, AZ, with 28 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

Flagstaff, AZ

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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

Nihaal is an advisory board member for St. Vincent de Paul, dedicating a few hours per week. He also owns and manages two real estate properties and is a board member for the Girl Scouts of America, Cactus-Pines Council.

Employment History
Current Registrations
Morgan StanleyBroker
August 2023 - Present · 2 yrs 9 mos
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2008 - August 2023 · 14 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2008 - August 2023 · 14 yrs 9 mos
Ameriprise Financial Services, INC.
October 2006 - November 2008 · 2 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 1997 - November 2008 · 11 yrs 1 mo
Ids Life Insurance CompanyBroker
October 1997 - July 2006 · 8 yrs 9 mos
State Registrations34 states
AKAZCACOCTFLIDILINKSMAMDMIMNMOMSMTNCNDNENJNVNYOHOKORPASCTNTXUTVAVTWA
AdvisorBrokerBoth

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