RS
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Rebecca Stewart

8 Years of Experience
Roseville, CA
Broker

Rebecca Stewart is a registered investment advisor at Morgan Stanley, based in Roseville, CA, 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

1478 Stone Point Drive, Suite 500, Roseville, CA, 95661

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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 is a board member of the Sacramento Estate Planning Council, an educational organization, since July 2024. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Morgan StanleyBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Edward Jones
July 2020 - August 2023 · 3 yrs 1 mo
Edward JonesBroker
July 2020 - August 2023 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLC
November 2017 - July 2020 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
September 2017 - July 2020 · 2 yrs 10 mos
State Registrations27 states
ALAZCACOFLGAIAIDILMAMDMNMOMSMTNCNVNYOHOKORSDTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.