Rebecca Crockett, financial advisor New York NY

Rebecca Crockett

CRD Number: 4241304
Current Firm: Legg Mason Partners Fund Advisor, LLC

Rebecca Crockett (CRD# 4241304) is an Investment Advisor Representative working at Legg Mason Partners Fund Advisor, LLC in New York, NY and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Legg Mason Partners Fund Advisor New York, NY Feb 2018 - Current 2
Legg Mason & Company New York, NY Dec 2017 - Current 3
Legg Mason Investor Services LLC New York, NY Dec 2017 - Current 3
Morgan Stanley Distribution, Inc. New York, NY Jan 2016 - Dec 2017 1
Morgan Stanley Smith Barney LLC New York, NY Mar 2014 - Jan 2016 1
Morgan Stanley Smith Barney LLC New York, NY Jan 2011 - Mar 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Feb 2018
Contact Info for Rebecca W. Crockett
Phone Number: (800) 822-5544.
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    225,200
    MILLIONS
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $1,511,412,718
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, FL, NY

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