Rhonda G Loy

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

• 05/1994 → 08/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
• 08/2017 → Present
  Morgan Stanley
  Baton Rouge, LA
• 09/2017 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1997-07-24 → 2017-08-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1. Beachaholic Properties LLC; Investment related; Florida; Rental condo; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Aug 2016; During business hours: 0; After business hours: 1; Pay expenses as they arise, including taxes and file appropriate taxes 2. *500837 - SRHN Properties LLC; Investment related Yes; Prairieville, Louisiana; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 1; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-20
• S63 Uniform Securities Agent State Law Examination
  1997-02-21

Other Names

• Rhonda Lynn Godso
• Rhonda L Godso
• Rhonda G Loy
• Rhonda Lynn Godso