RC
RC

Rebecca Cyphers

27 Years of Experience
Portland, OR
1 DisclosureBroker

Rebecca Cyphers is a registered investment advisor at Morgan Stanley, based in Portland, OR, 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

760 South West 9th Avenue, Suite 2100, Portland, OR, 97205

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2014
Denied
Other Business Activities

Rebecca is a director at REV Group LLC, involved in horse breeding and real estate rental in Cannon Beach, Oregon, since March 2019. She dedicates minimal time outside of business hours to managing stallion services and real estate rental.

Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 3 mos
Morgan StanleyBroker
February 2014 - Present · 12 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
November 2001 - February 2014 · 12 yrs 3 mos
UBS Financial Services INC.Broker
May 1998 - February 2014 · 15 yrs 9 mos
State Registrations21 states
AZCACOFLHIILMAMEMIMTNHNVNYORPARITXUTVTWAWI
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.
Rebecca Cyphers - Financial Advisor | TrueAdvisor