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Rebecca Leite

21 Years of Experience
Morristown, NJ
Broker

Rebecca Leite is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 21 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

340 Mount Kemble Avenue, Morristown, NJ, 07960

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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

Rebecca is a sole proprietor/owner of rental real estate in North Arlington, New Jersey, since March 2023. This property management activity does not take place during business hours and is investment-related.

Employment History
Current Registrations
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Morgan StanleyBroker
May 2012 - Present · 14 yrs
Previous Registrations
UBS Financial Services INC.Broker
June 2005 - May 2012 · 6 yrs 11 mos
Morgan Stanley Dw INC.Broker
July 2004 - June 2005 · 11 mos
State Registrations47 states
AKALARAZCACOCTDCDEFLGAHIIAIDILKYLAMAMDMEMIMNMOMSMTNCNENHNJNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
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.
Rebecca Leite - Financial Advisor | TrueAdvisor