Rachel Patton

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

• 05/2021 → 08/2021
  Unemployed
  Atlanta, GA
• 12/2022 → 01/2025
  Mellow Mushroom
  Atlanta, GA
• 01/2023 → 04/2023
  49 Financial
  Fort Worth, TX
• 08/2023 → 07/2024
  Texas Christian Uni
  Fort Worth, TX
• 08/2021 → 05/2025
  Texas Christian University
  Fort Worth, TX
• 08/2014 → 05/2021
  Holy Innocents' Episcopal School
  Atlanta, GA
• 07/2024 → 08/2024
  Reicon Capital, Llc
  Atlanta, GA
• 06/2025 → 02/2026
  Fidelity Investments
  Westlake, TX
• 05/2022 → 07/2022
  Camp Greystone
  Zirconia, NC
• 03/2026 → Present
  Morgan Stanley
  Dallas, TX

Other Businesses

*684977 - Poshmark and Depop; Investment related- No; Redwood City, California; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 10; Sales/Marketing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-13
• S63 Uniform Securities Agent State Law Examination
  2025-08-25

Other Names

• Rachel Patton
• Rachel Grace Patton