RC
RC
Rebecca Cassar
27 Years of Experience
West Palm Beach, FL
1 DisclosureBroker
Rebecca Cassar is a registered investment advisor at Morgan Stanley, based in West Palm Beach, FL, 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
777 South Flagler Drive, Suite 700E, West Palm Beach, FL, 33401
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
January 2008Other Business Activities
Rebecca owns and manages a condo in Leesburg, Virginia since 2022 and a rental property in Glendale, New York since 2024. These activities are investment-related and require minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
March 2015 - Present · 11 yrs 2 mos
Morgan StanleyBroker
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - February 2015 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2008 - February 2015 · 6 yrs 11 mos
UBS Financial Services INC.Broker
March 2006 - February 2008 · 1 yr 11 mos
UBS Financial Services INC.
March 2006 - February 2008 · 1 yr 11 mos
Banc of America Investment Services, INC.
May 2004 - March 2006 · 1 yr 10 mos
Banc of America Investment Services, INC.Broker
April 2004 - March 2006 · 1 yr 11 mos
TD Waterhouse Investor Services, INC.
November 2003 - April 2004 · 5 mos
TD Waterhouse Investor Services, INC.Broker
October 1998 - April 2004 · 5 yrs 6 mos
Gaines, Berland INC.Broker
April 1998 - July 1998 · 3 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.