Claire E Rinehart

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

• 03/2022 → 12/2024
  Rockefeller Financial Llc
  Atlanta, GA
• 05/2020 → 02/2022
  The Brick
  Milledgeville, GA
• 10/2018 → 04/2020
  Georgia College & State University
  Milledgeville, GA
• 06/2017 → 01/2018
  Chick-Fil-A
  Macon, GA
• 08/2017 → 12/2021
  Georgia College & State University
  Milledgeville, GA
• 03/2012 → 05/2017
  Stratford Academy
  Macon, GA
• 12/2024 → Present
  Morgan Stanley
  Atlanta, GA

Previous Registrations

• 2024-02-14 → 2024-12-19
  Rockefeller Financial Llc
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2024-02-10

Other Names

• Claire Elise Rinehart
• Claire Rinehart