RK
RK

Rachelle Kupelian

12 Years of Experience
Alpharetta, GA
Broker

Rachelle Kupelian is a registered investment advisor at Morgan Stanley, based in Alpharetta, GA, with 12 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

2400 Lakeview Parkway Suite 300, Alpharetta, GA, 30009

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History

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.

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Other Business Activities

Rachelle is the sole proprietor/owner of Rachelle Flood Sales, a retail/online store, since 2014. This activity involves sales and marketing and does not take place during business hours.

Employment History
Current Registrations
Morgan Stanley
November 2021 - Present · 4 yrs 6 mos
Morgan StanleyBroker
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
Citigroup Global Markets INC.
October 2020 - July 2021 · 9 mos
Citigroup Global Markets INC.Broker
November 2018 - July 2021 · 2 yrs 8 mos
J.P. Morgan Securities LLCBroker
November 2013 - November 2018 · 5 yrs
State Registrations35 states
AKALAZCACOCTFLGAIAIDILINKSKYLAMAMIMOMSMTNCNDNJNYOHORPARISCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rachelle Kupelian - Financial Advisor | TrueAdvisor