Rebecca Wittrock is a registered investment advisor at Morgan Stanley, based in Sioux Falls, SD, with 18 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
Loading...
Location
300 Cherapa Place, Suite 503, Sioux Falls, SD, 57103
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
February 2019 - Present · 7 yrs 3 mos
Morgan StanleyBroker
April 2017 - Present · 9 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
February 2017 - April 2017 · 2 mos
Wells Fargo Clearing Services, LLCBroker
January 2017 - April 2017 · 3 mos
Morgan Stanley
November 2010 - July 2016 · 5 yrs 8 mos
Morgan StanleyBroker
June 2009 - July 2016 · 7 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
June 2008 - June 2009 · 1 yr
Citigroup Global Markets INC.Broker
September 2007 - June 2008 · 9 mos
Charles Schwab & CO., INC.Broker
August 2006 - August 2007 · 1 yr
State Registrations38 states
AKARAZCACODEFLGAIAIDILINKSMAMDMIMNMOMTNCNDNENJNMNVNYOHOKORPASDTNTXUTVAWAWIWY
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.