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Rachel R Hamblen

Morgan Stanley

Houston, TX

CRD 6595239

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-02-02
  • TX RA
    APPROVED
    Since 2018-02-02

Branch Locations

2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invesco Distributors, Inc. Houston TX 12/2015 11/2017
Morgan Stanley Houston TX 11/2017 Present
Morgan Stanley Private Bank, N.A New York NY 07/2024 Present
  • 12/2015 → 11/2017
    Invesco Distributors, Inc.
    Houston, TX
  • 11/2017 → Present
    Morgan Stanley
    Houston, TX
  • 07/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-02
  • S66 Uniform Combined State Law Examination
    2018-02-02
Other Names
  • Rachel Anne Robins
  • Rachel Robins

View on SEC IAPD

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