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Rebekah Sessa

17 Years of Experience
Grand Rapids, MI
Broker

Rebekah Sessa is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, 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

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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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

Rebekah serves as a successor trustee, successor executor, and successor power of attorney since February 2020, spending minimal time on estate administration outside of business hours. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2012 - Present · 13 yrs 10 mos
Morgan StanleyBroker
November 2012 - Present · 13 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - November 2012 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2009 - November 2012 · 3 yrs 8 mos
State Registrations42 states
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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.
Rebekah Sessa - Financial Advisor | TrueAdvisor