Rasa
Petrauskaite

Morgan Stanley

CRD#6176487
Investment Advisor
in Menlo Park, CA

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About this Advisor

Rasa Petrauskaite is a financial advisor who works out of Menlo Park, California, who has been in the industry for 10 years. Petrauskaite is on the advisory team at Morgan Stanley. During their career, Petrauskaite has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Uc Berkeley Extension, Merrill Lynch, Pierce, Fenner & Smith Inc, First American National Investment Advisors, Freedom Equity Group, Bank Of America, N.A and Morgan Stanley. Petrauskaite holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Menlo Park, California. It has offices in 732 locations and a total of 26,500 people on staff. It manages $1 trillion in total assets among its 2,129,899 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 6,380 charities and foundations. Of its 2,129,899 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Morgan Stanley offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Morgan Stanley may include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

2882 Sand Hill Road Suite 200
Menlo Park, CA 94025

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,311,934,806,306

CA Average: $7,464,549,021
Total Number of Employees

26,500

CA Average: 88
Total Number of Accounts

2,129,899

CA Average: 3,892
Average Account Size

$615,961

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Rasa Petrauskaite Work History

Rasa has 10 years of experience.

2019 - Present (3 years)

Morgan Stanley

2017 - 2019 (2 years)

Bank Of America, N.A

2016 - 2019 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2016 (< 1 year)

First American National Investment Advisors

2015 - 2015 (< 1 year)

Transamerica Financial Advisors, Inc

2015 - 2016 (1 year)

Freedom Equity Group

2013 - 2014 (1 year)

Transamerica Financial Advisors, Inc

2012 - 2016 (4 years)

World Financial Group, Inc

2012 - 2012 (< 1 year)

Uc Berkeley Extension

Disclosures

Rasa Petrauskaite has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Rasa Petrauskaite
Menlo Park, CA
Daniel Levy
Tempe, AZ
William Marsh
Tampa, FL
Thomas Carey
New York, NY
Lane Gehle
Wayzata, MN
Desiree Wodicker
Walnut Creek, CA
Gina Barcello-Reed
Toms River, NJ
Heather Kono
Cleveland, OH

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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