Morgan Stanley

Investment Advisor
in Menlo Park, CA

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About this Advisor

Rasa Petrauskaite is a financial advisor based in Menlo Park, California, with a total of 4 years of relevant experience. Petrauskaite is an advisor for Morgan Stanley. Over the course of their career, Petrauskaite has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, First American National Investment Advisors, Freedom Equity Group, Bank Of America, N.A and Morgan Stanley. Petrauskaite maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Texas. Morgan Stanley is a firm that has its headquarters in Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It administers $1 trillion in assets between its 2,233,188 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business provides a broad array 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 for financial management usually vary depending on the type of services provided. However, fee types billed by Morgan Stanley can include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 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

Office Location

2882 Sand Hill Road Suite 200
Menlo Park, CA 94025

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Morgan Stanley Brokerage Details

Total Assets Under Management


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


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA Average: $1,917,921

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 been registered as a financial advisor for 4 years.*

2019 - Present (4 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Rasa Petrauskaite to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Russell Huebschle
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Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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