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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rebecca? Claim Your ProfileRebecca White Crockett is a financial advisor with Clearbridge Investments, LLC. Rebecca is a registered investment advisor representative and is licensed in New Jersey and New York. Rebecca has been a financial advisor for more than 20 years and has experience working with a variety of clients, including individuals, families, corporations, and institutions. She is also a specialist in portfolio management, investment company management, and pooled investment vehicles. Rebecca holds a Series 7, Series 63, Series 65, and SIE license. Rebecca is committed to helping her clients achieve their financial goals through a personalized approach.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
05/09/2021 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NY
02/26/2016 - 11/21/2017
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
NY
06/01/2009 - 02/26/2016
MORGAN STANLEY (NEW YORK NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
12/21/2005 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/08/2002 - 12/05/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
09/11/2000 - 10/22/2001
DEUTSCHE BANC ALEX. BROWN INC. (NEW YORK NY)
IA
Issued 02/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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