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Rachelle West
5 Years of Experience
Oklahoma City, OK
3 DisclosuresBroker
Rachelle West is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 5 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
6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118
Get directionsHistory
Regulatory History (3)
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Financial
September 2024Pending
Judgment / Lien
April 2022Financial
August 2017Final
Employment History
Current Registrations
Morgan Stanley
November 2020 - Present · 5 yrs 8 mos
Morgan StanleyBroker
July 2020 - Present · 6 yrs
State Registrations47 states
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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.