Rachel Yadao is a registered investment advisor at Morgan Stanley, based in New York, NY, 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
399 Park Avenue, 12th Floor, New York, NY, 10022
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2011 - Present · 15 yrs 4 mos
Morgan StanleyBroker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2008 - January 2011 · 2 yrs 10 mos
Oppenheimer & CO. INC.Broker
September 2004 - March 2008 · 3 yrs 6 mos
Boston Institutional Services IncorporatedBroker
July 2002 - May 2004 · 1 yr 10 mos
Casimir Capital L.P.Broker
January 2001 - May 2001 · 4 mos
Sands Brothers & CO., LTD.Broker
November 2000 - January 2001 · 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.