Rachael Tobor is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2005Denied
Other Business Activities
Rachael co-owns RVBH LLC with her spouse since 2015, which invests in an erosion control and landscaping business. This activity is not investment-related.
Employment History
Current Registrations
Morgan Stanley
January 2010 - Present · 16 yrs 4 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
December 2002 - January 2010 · 7 yrs 1 mo
UBS Financial Services INC.Broker
December 2002 - January 2010 · 7 yrs 1 mo
State Registrations29 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.