Rachel A Schier

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

• 08/2022 → Present
  Morgan Stanley
  New York, NY
• 01/2022 → 04/2022
  Encore Nationwide
  Hermosa Beach, CA
• 06/2021 → 08/2021
  Tiedin Media
  Plainview, NY
• 06/2019 → 08/2019
  Nitro Space
  Huntington, NY
• 06/2018 → 08/2018
  Bango Bowls
  Huntington Station, NY
• 08/2018 → 05/2019
  Binghamton University
  Binghamton, NY
• 08/2019 → 05/2020
  Binghamton University
  Binghamton, NY
• 08/2020 → 05/2021
  Binghamton University
  Binghamton, NY
• 08/2021 → 05/2022
  Binghamton University
  Binghamton, NY
• 08/2012 → 06/2018
  Unemployed
  Dix Hills, NY

Other Businesses

*620551 - Bee Attitudes; Investment Related - No; Chicago, Illinois; Art/Culture; Social Media Marketing (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 8; Sales/Marketing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-27
• S63 Uniform Securities Agent State Law Examination
  2022-09-13