Rina
Mehta

Morgan Stanley

CRD#6912413
Investment Advisor
in Kansas City, MO
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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

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

Yes

Office Location

2Oth Century Tower Ii-Ste. 800 4520 Main Street
Kansas City, MO 64111

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

MO Average: 88
Total Number of Accounts

1,815,592

MO Average: 3,892
Average Account Size

$401,659

MO 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

Rina Mehta Work History

Rina has 12 years of experience.

2018 - Present (1 year)

Morgan Stanley Smith Barney LLC

2018 - Present (1 year)

Morgan Stanley Private Bank, N.A

2016 - 2018 (2 years)

Commerce Bank

2013 - 2016 (3 years)

Bank Of Kansas City

2012 - 2013 (1 year)

Ferguson Enterprises

2009 - 2012 (3 years)

State Farm Insurance

2006 - 2009 (3 years)

Avila University

Disclosures

Rina Mehta has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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