RR
RR

Reese Rickards

30 Years of Experience
Boston, MA
Broker

Reese Rickards is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 30 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
Loading...

Location

28 State Street 26th Floor, Boston, MA, 02109

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Reese owns real estate as a sole proprietor through two entities: one since December 2021 and another since December 2024. These activities are investment-related and take minimal time outside of business hours.

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
May 2009 - June 2009 · 1 mo
Morgan Stanley & CO. IncorporatedBroker
February 2006 - June 2009 · 3 yrs 4 mos
UBS Financial Services INC.Broker
January 2002 - March 2006 · 4 yrs 2 mos
Robertson Stephens, INC.Broker
September 1998 - January 2002 · 3 yrs 4 mos
Bancamerica Robertson StephensBroker
October 1997 - September 1998 · 11 mos
Robertson, Stephens & Company LLCBroker
December 1995 - October 1997 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.