SB
SB

Serena Beckett

17 Years of Experience
Oklahoma City, OK
Broker

Serena Beckett is a registered investment advisor at Morgan Stanley, based in Oklahoma City, OK, with 17 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

6305 Waterford Boulevard, Suite 240, Oklahoma City, OK, 73118

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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.

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Other Business Activities

Serena is a landlord/owner of rental property in Lawton, Oklahoma since 2016. She spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan Stanley
July 2009 - Present · 17 yrs
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
December 2008 - June 2009 · 6 mos
State Registrations47 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Serena Beckett - Financial Advisor | TrueAdvisor