Rajvi Berry

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

• 09/2011 → Present
  Morgan Stanley Smith Barney Llc
  San Fransico, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Other Businesses

1. *352203 - 2305WashingtonLLC; Investment related Yes; San Francisco, California; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2017; During business hours: 0; After business hours: 0; partial ownership 2. *376035 - Rental Property; Investment related Yes; Covina, LB; Rental Property; Landlord (proprietor, partner, officer, director, employee, trustee, agent); Jun 2019; During business hours: 0; After business hours: 1 3. *348996 - Rental Property; Investment related Yes; Tiburon, CA; Rental Property; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2017; During business hours: 0; After business hours: 2 4. *603484 - Rental property; Investment Related - Yes; Sarasota, Florida; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 1; Property Management.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-29
• S63 Uniform Securities Agent State Law Examination
  1994-10-22