Rachel Harrison, financial advisor Hartford CT
93 score

Rachel Harrison

CRD Number: 5591362
Current Firm: Morgan Stanley

Rachel Harrison (CRD# 5591362) is an Investment Advisor Representative working at Morgan Stanley in Hartford, CT and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Hartford, CT Jul 2013 - Current 3
Merrill Lynch Hartford, CT Apr 2010 - Jul 2013 3
Unemployed Middletown, CT Mar 2010 - Apr 2010 < 1
Waddell & Reed, Inc. Hamden, CT Mar 2009 - Mar 2010 1
Various Insurance Carriers For W & R Insurance Agencies Middletown, CT Mar 2009 - Mar 2010 1
Christopher Gavin Cfp Hamden, CT Aug 2008 - Jun 2009 < 1
Unemployed Middletown, CT Jun 2008 - Aug 2008 < 1
Chuck's Steakhouse Rocky Hill, CT Nov 2006 - Jun 2008 1
Ruth's Chris Steakhouse Newington, CT Jun 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2009
Contact Info for Rachel H. Harrison
Phone Number: 914-225-5510
Registered State(s):
  • CT
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
93
Clean Record
This advisor has a clean track record with regulators.

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