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
Years of Experience
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Morgan Stanley Brokerage Details
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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
Rasa Petrauskaite Work History
Rasa has 10 years of experience.
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
First American National Investment Advisors
Transamerica Financial Advisors, Inc
Freedom Equity Group
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Uc Berkeley Extension
Rasa Petrauskaite has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Menlo Park, CA
New York, NY
Walnut Creek, CA
Toms River, NJ
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 email@example.com.
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