Rachel B Mccormack

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Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-11-12
TX	RA	APPROVED	2021-11-12

NY RA
APPROVED

Since 2021-11-12
TX RA
APPROVED

Since 2021-11-12

Branch Locations

2000 Westchester Avenue 1Nc, Purchase, NY 10577 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	06/2005	11/2021
Bank Of America, N.A.	New York	NY	04/2020	11/2021
Morgan Stanley Smith Barney Llc	Purchase	NY	11/2021	Present
Morgan Stanley Private Bank, N.A	New York	NY	11/2021	Present

06/2005 → 11/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
04/2020 → 11/2021

Bank Of America, N.A.

New York, NY
11/2021 → Present

Morgan Stanley Smith Barney Llc

Purchase, NY
11/2021 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Previous Registrations

2006-04-05 → 2021-11-15

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Burlington, VT

New York, NY

New York, NY

New York, NY

New York, NY

New York, NY

Red Bank, NJ

New York, NY

Pennington, NJ

New York, NY

New York, NY

New York, NY

New York, NY

Charlotte, NC

New York, NY

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-04-03

S66 Uniform Combined State Law Examination

2006-04-03

Other Names

Rachel Anne Bertoch
Rachel Anne Bertsch

View on SEC IAPD

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