Rebecca Cyphers is a registered investment advisor at Morgan Stanley, based in Portland, OR, with 28 years of industry experience. Rebecca is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
760 South West 9th Avenue, Suite 2100, Portland, OR, 97205
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Regulatory History (1)
Customer Dispute
July 2014Other 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
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations22 states
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
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