DG
DG

Debra Gebo

25 Years of Experience
Boston, MA
Broker

Debra Gebo is a registered investment advisor at Morgan Stanley, based in Boston, MA, with 25 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 →
Employment History
Current Registrations
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2017 - September 2021 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2017 - September 2021 · 4 yrs 5 mos
Morgan Stanley
January 2013 - April 2017 · 4 yrs 3 mos
Morgan StanleyBroker
April 2011 - April 2017 · 6 yrs
UBS Financial Services INC.Broker
June 2008 - April 2011 · 2 yrs 10 mos
Ing Financial Advisers, LLCBroker
October 2007 - June 2008 · 8 mos
Ing Financial Advisers, LLC
October 2007 - June 2008 · 8 mos
Banc of America Investment Services, INC.
August 2006 - October 2007 · 1 yr 2 mos
Banc of America Investment Services, INC.Broker
August 2006 - October 2007 · 1 yr 2 mos
Global Portfolio Strategies, INC.
May 2006 - July 2006 · 2 mos
Prudential Investment Management Services LLCBroker
November 2005 - July 2006 · 8 mos
Banc of America Investment Services, INC.
August 2005 - October 2005 · 2 mos
Banc of America Investment Services, INC.Broker
March 2005 - October 2005 · 7 mos
MML Investors Services, INC.Broker
June 2004 - March 2005 · 9 mos
Quick & Reilly, INC.Broker
November 2002 - May 2004 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
October 1999 - September 2001 · 1 yr 11 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.