Rahul Varshneya

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

• 11/2017 → 03/2018
  Securian Financial Services Inc.
  St. Paul, MN
• 11/2017 → 03/2018
  Minnesota Life Insurance Co.
  St. Paul, MN
• 11/2017 → 03/2018
  Securian Group Of California
  San Mateo, CA
• 10/2015 → 08/2017
  Aspire Consulting Group
  San Francisco, CA
• 03/2018 → 05/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 08/2017 → 11/2017
  Tutor Me La
  San Jose, CA
• 05/2018 → 08/2021
  Bank Of America, N.A.
  Palo Alto, CA
• 08/2021 → 01/2025
  Deutsche Bank National Trust Company (Affiliate Of Dbsi)
  San Francisco, CA
• 09/2021 → 01/2025
  Deutsche Bank Securities Inc.
  San Fransico, CA
• 01/2025 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 01/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-12-16 → 2023-12-20
  Deutsche Bank Securities Inc.
  San Francisco, CA
• 2018-07-05 → 2021-08-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
  Charlotte, NC
  Palo Alto, CA
  Seattle, WA
  Palo Alto, CA
  San Francisco, CA
  Charlotte, NC
  San Jose, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-03-08