Rachel D Shal
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Rachel D Shal? Claim your profile
Contact this firm
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
12 years in the industry.
- Morgan StanleyJul 2024 to now
- Goldman SachsJul 2022 to Jul 2024
- The Ohio State University Fuld Institute for EbpNov 2021 to Jul 2022
- CroweJun 2021 to Aug 2021
- DensoMay 2020 to Feb 2021
- The City of CentervilleMay 2019 to Aug 2019
- The Ohio State UniversityAug 2018 to May 2022
- Dayton Law OfficeDec 2015 to Aug 2018
- Dorothy Lane MarketOct 2015 to May 2019
- Archbishop Alter High SchoolJul 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7607882
- Firm CRD
- 149777