Rebekah Smith, financial advisor Pacific Palisades CA
88 score

Rebekah Smith

CRD Number: 6000142
Current Firm: Morgan Stanley

Rebekah Smith (CRD# 6000142) is an Investment Advisor Representative working at Morgan Stanley in Pacific Palisades, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Wellesley, MA Apr 2014 - Current 2
Morgan Stanley Columbus, OH Oct 2012 - Apr 2014 1
Pride Technologies (for Morgan Stanley) Columbus, OH Nov 2011 - Oct 2012 < 1
Max & Erma's Restaurants Inc. Columbus, OH Jul 2011 - Nov 2011 < 1
Fossil Inc. Columbus, OH Jul 2011 - Oct 2011 < 1
Queen Mary Pub & Grill Ave Maria, FL Feb 2011 - May 2011 < 1
Student Ave Maria, FL Aug 2010 - Feb 2011 < 1
Sanibel Sunglass Co Sanibel, FL Jun 2009 - Aug 2010 1
Sanibel Dairy Queen Inc. Sanibel, FL May 2006 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Rebekah A. Smith
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • CT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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