Rebecca E Lilly

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

• 06/2014 → Present
  Morgan Stanley
  Greenwich, CT
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  Greenwich, CT

Other Businesses

1.Book - name to be determined; Investment related: No; book publication; co-editor(proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; *522811 - Christ Church Cathedral Foundation; Investment related: No; Indianapolis, Indiana; Non-Profit, Private Foundation, Charitable; Board Member, Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023; During business hours: 0; After business hours: 1; Other *518820- Board of Visitors for the Indiana University Lilly Family School of Philanthropy; Investment related-No; Indianapolis, Indiana; Education; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 10/2022; During business hours: 0; After business hours: 1 *572589 - Duke University Library Advisory Board ; Investment related - No ; Durham, North Carolina ; Non-Profit ; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent) ; 10/2023 ; During business hours : 0 ; After business hours : 1 ; Fundraising *599742 - Lilly Endowment Inc; Investment Related - No; Indianapolis, Indiana; Civic/Community, Education, Religious; Board Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2024; During Business Hours: 0; After Business Hours: 2; Board collectively approves grants by the staff and ensures they are aligned with the mission of the Endowment *655608- Wawacrane LLC; Investment related: Yes; Rye, New York; Investment/Finance/Banking; Manager (proprietor, partner, officer, director, employee, trustee, agent); 12/2019; During business hours: 0.25; After business hours: 0.75; Check Signing/Funds Disbursements:Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2014-08-18

Other Names

• Rebecca L Brooks
• Rebecca Lilly Brooks