Rachel D Strauss

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

• 01/2023 → Present
  Morgan Stanley
  Chicago, IL
• 05/2022 → 01/2023
  Dog Haus Biergarten
  Chicago, IL
• 01/2013 → 06/2020
  East Grand Rapids Public Schools
  Grand Rapids, MI
• 09/2020 → Present
  Depaul University
  Chicago, IL
• 06/2021 → 08/2021
  Morgan Stanley
  Chicago, IL
• 06/2020 → 08/2020
  Unemployment
  Grand Rapids, MI

Other Businesses

*691552- Stone Swim; Investment related: No; Chicago, Illinois; Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 20; Business Development/Growth, Sales/Marketing

Exams

• S66 Uniform Combined State Law Examination
  2023-07-12