Debra Ebert is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 28 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
390 N. Orange Ave, Suite 1850, Orlando, FL, 32801
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Regulatory History (1)
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Financial
July 2017Final
Employment History
Current Registrations
Morgan Stanley
October 2018 - Present · 7 yrs 7 mos
Morgan StanleyBroker
September 2018 - Present · 7 yrs 8 mos
Previous Registrations
Center Street Securities, INC.Broker
January 2017 - September 2018 · 1 yr 8 mos
Pinnacle Financial Wealth Management, LLC
February 2016 - December 2017 · 1 yr 10 mos
Cetera Investment Advisers LLC
January 2014 - January 2015 · 1 yr
Cetera Financial Specialists LLCBroker
June 2013 - January 2015 · 1 yr 7 mos
Charles Schwab & CO., INC.Broker
January 1996 - October 2012 · 16 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.