RM
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Rebecca Miller

21 Years of Experience
Houston, TX
Broker

Rebecca Miller is a registered investment advisor at Morgan Stanley, based in Houston, TX, 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

1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056

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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 serves on the Investment Committee for Congregation Emanu El in Houston, Texas, since October 2021. This role involves making investment decisions and providing advice, taking minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
January 2010 - Present · 16 yrs 8 mos
Morgan StanleyBroker
January 2010 - Present · 16 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, INC.
February 2005 - January 2010 · 4 yrs 11 mos
Ameriprise Financial Services, INC.Broker
February 2005 - January 2010 · 4 yrs 11 mos
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
State Registrations15 states
AZCACOGAKYMDMONCNDNJNMNYPATXWA
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 Miller - Financial Advisor | TrueAdvisor