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Rachel A Schier

Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Morgan StanleyAug 2022 to now
  2. Encore NationwideJan 2022 to Apr 2022
  3. Binghamton UniversityAug 2021 to May 2022
  4. Tiedin MediaJun 2021 to Aug 2021
  5. Binghamton UniversityAug 2020 to May 2021
  6. Binghamton UniversityAug 2019 to May 2020
  7. Nitro SpaceJun 2019 to Aug 2019
  8. Binghamton UniversityAug 2018 to May 2019
  9. Bango BowlsJun 2018 to Aug 2018
  10. UnemployedAug 2012 to Jun 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7591152
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
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