Rita West, financial advisor Bangor ME
89 score

Rita West

CRD Number: 6270769
Current Firm: Morgan Stanley

Rita West (CRD# 6270769) is an Investment Advisor Representative working at Morgan Stanley in Bangor, ME and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Bangor, ME Nov 2013 - Current 3
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Sep 2015 < 1
Rita D West, Ea, Pc Camden, ME Apr 2007 - Nov 2013 6
Robert F Baldwin, Cpa Camden, ME Oct 1997 - Apr 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2014
Contact Info for Rita D. West
Phone Number: 914-225-5510
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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