Rachelle
Vanderwier

Morgan Stanley

CRD#2831149
Investment Advisor
in Muskegon, MI

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About this Advisor

Rachelle Vanderwier is an advisor based in Muskegon, Michigan. Currently a registered investment advisor with Morgan Stanley, they have accumulated 10 years of professional experience. Vanderwier holds a Series 63 license, certifying them as a securities broker. Vanderwier can work with investors based out of Texas. Vanderwier has spent their entire career at Morgan Stanley. Morgan Stanley is based out of Muskegon, Michigan, and has 726 additional brick-and-mortar locations in the country. As a company, Morgan Stanley oversees $904 billion in assets throughout 1,863,328 client accounts and retains more than 25,600 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 1,273,068 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 1% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. 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

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

800 Ellis Road Suite 125
Muskegon, MI 49441

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

MI Average: 88
Total Number of Accounts

1,863,328

MI Average: 3,892
Average Account Size

$485,315

MI 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

Rachelle Vanderwier Work History

Rachelle has 10 years of experience.

2011 - Present (10 years)

Morgan Stanley Smith Barney

Disclosures

Rachelle Vanderwier has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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