RG
RG

Rebecca Gentry

22 Years of Experience
Greensboro, NC
Broker

Rebecca Gentry is a registered investment advisor at Morgan Stanley, based in Greensboro, NC, with 22 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

300 North Greene Street, Suite 1700, Greensboro, NC, 27401

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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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Employment History
Current Registrations
Morgan StanleyBroker
January 2018 - Present · 8 yrs 4 mos
Morgan Stanley
January 2018 - Present · 8 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2014 - January 2018 · 3 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
April 2014 - January 2018 · 3 yrs 9 mos
Wells Fargo Advisors, LLC
March 2011 - May 2013 · 2 yrs 2 mos
Wells Fargo Advisors, LLCBroker
February 2003 - May 2013 · 10 yrs 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.