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Rachel Laug

23 Years of Experience
Grand Rapids, MI
Broker

Rachel Laug is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, 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

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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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

Rachel works as a sales associate for Estee Lauder cosmetics at Macy's, dedicating about half her time to this role. She is also a partner in Sorella Hair Design LLC and a sole proprietor/owner of Kaizen Holdings, LLC, a real estate company, spending minimal time on each of these ventures.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO. IncorporatedBroker
November 2007 - June 2009 · 1 yr 7 mos
UBS Financial Services INC.Broker
April 2002 - November 2007 · 5 yrs 7 mos
State Registrations36 states
AKALAZCACOCTDEFLGAIAIDILINKYLAMAMDMEMIMNMTNCNENJNVNYOHORPARITNTXUTVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.