Rebecca Ann Leary

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 04/2018
  Invest Financial Corporation
  Tampa, FL
• 07/2018 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2016-02-05 → 2018-04-24
  Invest Financial Corporation
  Appleton, WI
• 2012-02-15 → 2014-08-13
  New England Securities
  West Hartford, CT
  West Hartford, CT

Exams

• S66 Uniform Combined State Law Examination
  2011-12-22

Other Names

• Rebecca Ann Pease