Rashaan
Coleman
Morgan Stanley
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About this Advisor
Rashaan Coleman is a financial advisor based out of Los Angeles, California with 4 years of relevant experience. Coleman is currently employed by Morgan Stanley. During their career, Coleman has held roles at Fidelity Brokerage Services LLC, Bank Of America, Currency Capital, Austin Peay State University, Portage High School, Jimmy Johns, Victoria Secret, Northwestern Mutual, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Coleman holds a Series 66 license, designating 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 company based in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 advisors. It controls $1 trillion in assets between its 2,233,188 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets. Morgan Stanley performs a number of services, including 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. Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by Morgan Stanley most likely are comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Rashaan Coleman Work History
Rashaan has been registered as a financial advisor for 4 years.*
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Fidelity Brokerage Services LLC
Bank Of America
Currency Capital
Northwestern Mutual
Victoria Secret
Austin Peay State University
Jimmy Johns
Portage High School
*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.
Disclosures
Please visit the SEC profile of Rashaan Coleman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Morgan Stanley
Oak Brook, IL
New York, NY
Oakland, CA
Fort Lauderdale, FL
Walnut Creek, CA
New York, NY
Pueblo, CO
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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