Best Investors Account Sign in
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2011-01-28
TX RA APPROVED 2009-06-01
  • PA RA
    APPROVED
    Since 2011-01-28
  • TX RA
    APPROVED
    Since 2009-06-01

Branch Locations

100 Front Street Suite 600, West Conshohocken, PA 19428 • 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
Morgan Stanley West Conshohocken PA 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    West Conshohocken, PA
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Other Businesses

3. INVESTMENT REAL ESTATE- POLO TRACE. PLYMOUTH MEETING, PA- OWNED WITH FAMILY- GET RENT CHECK AND HAVE MAINTENANCE PERSON AND REAL ESTATE AGENT TAKE CARE OF THE REST. 0.25 HOURS AFTER BUSINESS; 0 DURING BUSINESS. 01/2012** 6. INVESTMENT REAL ESTATE- POPPYSEED. DEPOSIT CHECK AND PAY BILL- OWNED WITH FAMILY- PLYMOUTH MEETING, PA- 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS- 08/2012 *203126- Rental Property; Investment related-Yes; Boca Raton, Florida; Rental Property, Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2014; During business hours: 0; After business hours: 1; Property Management 8. BUSINESS / COMPANY;SOLE PROPRIETOR / OWNER / PARTNER;DELRAY BEACH FLROIDA; AS OF 06/2015;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS .5. 14. *419718 - Max Lapin (Step Brother); Investment related - No; Tampa, Florida; Hospital/Healthcare; Lender- Making a loan (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 0; *545566- Rutstein Family LLC; Investment related: Yes; Delray Beach, Florida; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2011; During business hours: 0; After business hours: 0; None *629756- Rental Property; Investment related: Yes; Boca Raton, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 1; Property Management *100916- Rental Property; Investment related: Yes; Delray Beach, Florida; Rental Property, Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 1; Property Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-01
S63 Uniform Securities Agent State Law Examination 1990-12-12
  • S65 Uniform Investment Adviser Law Examination
    1995-09-01
  • S63 Uniform Securities Agent State Law Examination
    1990-12-12
Other Names
  • Rachel Lynne Rutstein

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in West Conshohocken, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor