RC
RC

Rachelle Chia

8 Years of Experience
Salem, OR
Broker

Rachelle Chia is a registered investment advisor at Morgan Stanley, based in Salem, OR, with 8 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

4285 Commercial Street South East, Suite 200, Salem, OR, 97302

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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 works in the tasting room at Scenic Valley Farms, a local winery, pouring samples and socializing with customers. This takes a few hours per week outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs
State Registrations18 states
AZCAFLHIIAIDNCNJNMNVNYORPASCTNTXWAWI
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 Chia - Financial Advisor | TrueAdvisor