Milin Rao - Morgan Stanley Financial Advisor - Paramus, NJ
Morgan Stanley
Milin Rao, CFA, CFP
Financial Advisor
Chartered Financial Analyst
Portfolio Manager
61 South Paramus Road, 3rd Fl
Paramus, NJ 07652
tel: (201) 670-3432
fax: (201) 670-3410

As a young boy, I greatly admired the way my father both protected and provided for our family, steering us through both good and bad times with an assuring, steadfast presence. My mission as a Financial Advisor- to help protect the financial future of my clients and create a plan to make sure their loved ones will be provided for- is inspired from those lessons of my youth.  

My purpose as a Financial Advisor is to provide clients with objective advice, personalized solutions, thoughtful wealth planning, and sophisticated investment management.  Simply put, my goal is to help you reach yours.  This is done by forming relationships built on trust, understanding, and uncompromising integrity.  I maintain a commitment to the well-being of each client, helping them build for a tomorrow that reflects their innermost goals for their life and legacy.  I believe that if I can free up my clients to focus on what is most important in their lives, then I have done my job.

  • Stony Brook Alumni Association- Board Member; Founder and Chapter Leader of NJ Alumni Chapter
  • NYU Stern Alumni Association- NJ Regional Alumni Group Committee
  • Rotary Club of the Palisades
  • CPFBA- Little League Head Coach
  • Financial Planning Association
  • New York Society of Security Analysts
  • CFA Institute
  • Financial Planning
  • Retirement Planning
  • Professional Portfolio Management
  • Wealth Management
  • Estate Planning Strategies
  • Business Planning
  • Corporate Retirement Plans
  • 401(k) Rollovers
  • Education Planning
  • 529 Plans
  • Annuities
  • Life Insurance
  • Long Term Care Insurance
  • Access to Lending Services
Education and Licensing
  • MBA
    New York University - Stern School of Business
  • BS in Economics (with Honors)
    Stony Brook University
Honors and Recognition
  • Five Star Wealth Manager Award- 2016 (New Jersey Monthly Magazine)
Business Experience
  • Morgan Stanley Wealth Management - Portfolio Manager and Financial Advisor
  • Barclays Capital - Assistant Vice President, Equity Research
  • Neuberger Berman - Equity Research Analyst
  • Standard & Poor's - Senior Associate, S&P Capital IQ

Bulletin Board
  • See March On the Markets from the Global Investment Committee featuring

    “Listening Closely” Michael Wilson, chief investment officer of Morgan Stanley Wealth Management and Morgan Stanley & Co., says to trust your fundamental analysis and investment thesis, but verify it by listening closely to what the market is saying. 

    “Regime Change" When the stock market had a swift 10% correction last month, investors could find no shelter in bonds or the dollar, which are both typically safer places to be. That’s another signal that there’s been a regime change in the markets, writes Lisa Shalett, head of Wealth Management Investment Resources and Head of Investment & Portfolio Strategies for Morgan Stanley Wealth Management.  

    • “Thematic Investing Takes a Holistic Approach” Thematic investing is a way to access investment opportunities that span multiple sectors and disciplines. Scott Helfstein, PhD, a senior investment strategist for Morgan Stanley Wealth Management, explains how it works. 

    • Plus, look for more on the economy, equities and bonds. 

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Milin Rao holds the following registrations:
Securities Agent: CA, DC, GA, ID, IL, MA, NJ, NY, OH, PA; General Securities Representative; Investment Advisor Representative

NMLS#: 1278695

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: Any profiles and associated content are for U.S. residents only
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:3128 mp: 2281