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Bernadette Rice

8 Years of Experience
Melbourne, FL
Broker

Bernadette Rice is a registered investment advisor at Morgan Stanley, based in Melbourne, FL, with 8 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

8150 North Wickham Road, Melbourne, FL, 32940

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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

Bernadette is involved with JT Rice Plumbing LLC, a construction/engineering business in Cocoa, Florida, since March 2021. This activity does not appear to require a significant time commitment.

Employment History
Current Registrations
Morgan Stanley
July 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - July 2022 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - July 2022 · 5 yrs 1 mo
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.