RB
RB

Rebecca Batizy

23 Years of Experience
Boulder, CO
Broker

Rebecca Batizy is a registered investment advisor at Morgan Stanley, based in Boulder, CO, with 23 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

1800 Broadway, Suite 120, Boulder, CO, 80302

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rebecca is a coach for the Boulder High Mountain Bike Team since 2020. She spends about 10-20% of her time on this activity outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
February 2007 - April 2007 · 2 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
UBS Financial Services INC.
October 2005 - March 2007 · 1 yr 5 mos
UBS Financial Services INC.Broker
September 2005 - March 2007 · 1 yr 6 mos
Morgan Stanley Dw INC.Broker
January 2003 - September 2005 · 2 yrs 8 mos
State Registrations32 states
AKARAZCACOCTDEFLGAIAILKSKYMAMDMEMINCNJNMNVNYOKORPASCTNTXUTVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.