Rebecca Elfreda Powell

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2010 → 11/2019
  Morgan Stanley Smith Barney
  Florham Park, NJ
• 01/2015 → 11/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2019 → Present
  Wells Fargo Clearing Services Llc
  Florham Park, NJ

Previous Registrations

• 2010-06-25 → 2019-11-19
  Morgan Stanley
  Morristown, NJ
• 2007-09-21 → 2010-06-25
  Wells Fargo Clearing Services, Llc
  Florham Park, NJ
  Short Hills, NJ
  Summit, NJ
• 2006-10-04 → 2007-10-11
  Chase Investment Services Corp.
  Mount Freedom, NJ
  East Hanover, NJ
• 2006-04-25 → 2006-10-04
  Bny Investment Center Inc.
  New York, NY
  Mount Freedom, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-20
• S63 Uniform Securities Agent State Law Examination
  2001-09-20

Designations

• Certified Financial Planner

Other Names

• Rebecca Elfreda Elliot