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Rebecca Wolfe

27 Years of Experience
Birmingham, MI
Broker

Rebecca Wolfe is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 27 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rebecca provides freelance services through Fiverr.com, dedicating about 10-20% of her time after business hours, and is a member of Wolfe Investment Properties LLC, spending a few hours per week after business hours identifying and investing in real estate investment opportunities.

Employment History
Current Registrations
Morgan StanleyBroker
September 2014 - Present · 11 yrs 8 mos
Morgan Stanley
September 2014 - Present · 11 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2003 - September 2014 · 11 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2003 - September 2014 · 11 yrs
Merrill Lynch Investment Managers LP
September 2001 - August 2003 · 1 yr 11 mos
Fam Distributors, INC.Broker
September 1998 - August 2003 · 4 yrs 11 mos
Pruco Securities CorporationBroker
September 1995 - December 1995 · 3 mos
State Registrations38 states
AKALARAZCACODCDEFLGAHIILINKSKYMAMDMIMNMOMTNCNJNMNVNYOHOKORPARISCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.