Becky Law is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, 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
500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004
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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 →Employment History
Current Registrations
Morgan Stanley
July 2017 - Present · 9 yrs
Morgan StanleyBroker
July 2017 - Present · 9 yrs
Previous Registrations
Capital Planning LLC
July 2015 - August 2017 · 2 yrs 1 mo
Morgan Stanley
June 2009 - July 2015 · 6 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2015 · 6 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
July 2008 - June 2009 · 11 mos
Morgan Stanley & CO. Incorporated
July 2008 - June 2009 · 11 mos
Strategic Advisers, INC.
February 2001 - December 2006 · 5 yrs 10 mos
Fidelity Brokerage Services LLCBroker
June 1998 - July 2008 · 10 yrs 1 mo
Fidelity Brokerage Services, INC.Broker
March 1998 - April 1998 · 1 mo
First Montauk Securities CORP.Broker
November 1997 - February 1998 · 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.