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Rachel Long

6 Years of Experience
Wichita, KS
Broker

Rachel Long is a registered investment advisor at Morgan Stanley, based in Wichita, KS, with 6 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

1617 North Waterfront Parkway, Suite 200, Wichita, KS, 67206

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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 is a member of R & K Holding, LLC, a real estate property management company, since July 2024. She spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
April 2023 - Present · 3 yrs 1 mo
Morgan StanleyBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Ima WealthBroker
February 2020 - May 2023 · 3 yrs 3 mos
Ima Wealth
August 2019 - May 2023 · 3 yrs 9 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rachel Long - Financial Advisor | TrueAdvisor