Rebecca Lilly is a registered investment advisor at Morgan Stanley, based in Greenwich, CT, with 11 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
One Fawcett Place, 3rd Floor, Greenwich, CT, 06830
Get directionsNo 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 →Rebecca is co-editing a book and serves on the boards or advisory boards of several non-profit and educational organizations, including Christ Church Cathedral Foundation, Indiana University Lilly Family School of Philanthropy, Duke University Library, and Lilly Endowment Inc. These activities require minimal time outside of business hours and are not investment related.
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.