BT
BT

Becky Tapper

24 Years of Experience
Long Beach, CA
1 DisclosureBroker

Becky Tapper is a registered investment advisor at Morgan Stanley, based in Long Beach, CA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

3840 Kilroy Airport Way, Suite 400, Long Beach, CA, 90806

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History

Regulatory History (1)
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Financial
April 2025
Final
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
UBS Financial Services INC.Broker
August 2007 - June 2008 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2007 - September 2007 · 7 mos
Wells Fargo Investments, LLCBroker
June 2003 - December 2004 · 1 yr 6 mos
J.P. Morgan Securities INC.Broker
May 2001 - August 2002 · 1 yr 3 mos
J.P. Morgan Securities INC.Broker
July 1999 - May 2001 · 1 yr 10 mos
Schroder & CO. INC.Broker
April 1998 - June 1999 · 1 yr 2 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.