Rashawn Monica Perry

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 02/2018
  Capital One Investing, Llc
  New York, NY
• 04/2017 → 02/2018
  Capital One Advisors, Llc
  New York, NY
• 06/2015 → 11/2016
  Ubs
  New York, NY
• 11/2016 → 02/2017
  Unemployed
  New York, NY
• 02/2018 → Present
  Morgan Stanley
  Purchase, NY

Previous Registrations

• 2017-05-01 → 2018-02-05
  Capital One Advisors, Llc
  New York, NY
  Mclean, VA
  New York, NY

Other Businesses

*607840 - Precious Little Angel; Investment related: Yes; Mount Vernon, New York; Childcare; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 1; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-26
• S63 Uniform Securities Agent State Law Examination
  2006-01-02

Other Names

• Rashawn Monica Perry
• Rashawn Monica Diop
• Rashawn Monica Perry-Diop