RK
RK

Rachel Killeen

5 Years of Experience
Camp Hill, PA
Broker

Rachel Killeen is a registered investment advisor at Morgan Stanley, based in Camp Hill, PA, 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

214 Senate Avenue, Camp Hill, PA, 17011

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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 owns multiple rental properties in Pennsylvania and Maryland, acting as landlord. She dedicates minimal time per month to each property for bill paying and expense tracking.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 11 mos
Morgan StanleyBroker
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2020 - August 2023 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - August 2023 · 3 yrs
State Registrations32 states
ALAZCACOCTDEFLGAHIILINKYMAMDMIMNMOMTNCNJNVNYOHORPASCTNTXUTVAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.