RC
RC
Rachel Charles
25 Years of Experience
Mount Laurel, NJ
1 DisclosureBroker
Rachel Charles is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 25 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
330 Fellowship Road, Mount Laurel, NJ, 08054
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Regulatory History (1)
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Financial
June 2023Pending
Other Business Activities
Rachel serves on the finance committee for the First Baptist Church of Jericho, dedicating minimal time. She also works as a delivery contractor for DoorDash, spending about a quarter of her time on this activity.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2005 - June 2009 · 3 yrs 9 mos
Citigroup Global Markets INC.Broker
March 2001 - June 2009 · 8 yrs 3 mos
Janney Montgomery Scott LLCBroker
November 2000 - March 2001 · 4 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.