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About this Advisor
Rina Mehta is an advisor in Kansas City, Missouri. Currently a registered advisor with Morgan Stanley, they have accrued 12 years of work experience. Mehta has a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Mehta can work with clients in Illinois, Texas, Missouri and Kansas. Throughout their career, Mehta has worked at State Farm Insurance, Bank Of Kansas City, Commerce Bank, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Avila University and Ferguson Enterprises. Morgan Stanley is headquartered in Kansas City, Missouri, and has 702 additional offices across the country. In aggregate, Morgan Stanley manages $735 billion in assets dispersed across 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 1,724,668 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in investable 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 may charge clients 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
Rina Mehta Work History
Rina has 12 years of experience.
Morgan Stanley Smith Barney LLC
Morgan Stanley Private Bank, N.A
Bank Of Kansas City
State Farm Insurance
Rina Mehta has disclosures.
Please visit their SEC profile for more details.