Rachel
Stauffer

Morgan Stanley

CRD#2419337
Investment Advisor
in West Des Moines, IA

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About this Advisor

Rachel Stauffer is an investment advisor whose office is in West Des Moines, Iowa. Currently an advisor at Morgan Stanley, they have accrued 12 years of professional experience. Stauffer holds Series 63 and Series 66 licenses, which qualify them as a securities agent. Stauffer can advise investors based out of Iowa. Over the course of their career, they have held roles at American Equity Capital, Inc, Aviva Investors North America, Athene Asset Management L.P, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of West Des Moines, Iowa, and operates out of 702 offices in the nation. As an advisory firm, Morgan Stanley manages $735 billion in assets across 1,724,668 accounts and retains more than 26,000 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the advisor firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley provides 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. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

505 Market Street Suite 300
West Des Moines, IA 50266

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

IA Average: 88
Total Number of Accounts

1,815,592

IA Average: 3,892
Average Account Size

$401,659

IA 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

Rachel Stauffer Work History

Rachel has 12 years of experience.

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2014 - Present (5 years)

Morgan Stanley Smith Barney LLC

2014 - 2014 (< 1 year)

Morgan Stanley Smith Barney LLC

2013 - 2014 (1 year)

Athene Asset Management L.P

2010 - 2013 (3 years)

Aviva Investors North America

2006 - 2010 (4 years)

American Equity Capital, Inc

Disclosures

Rachel Stauffer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

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Tyler Waddell
Torrance, CA
Nicholas Moran
New Orleans, LA
Michael Triolo
Latham, NY
David Hooks
Lakeland, FL
Blake Waldron
Venice, FL
Timothy Seabolt
Sewickley, PA
Daniel Lasker
Long Beach, CA

This content was compiled from the SEC and FINRA.

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