Rebecca Jane Schweller

CRD 1486448 · Morgan Stanley · Centerville, OH

IA RegisteredBroker

Also appears in the source record as: Rebecca Ramsey; Beckie Schweller

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 66Series 63Series 9Series 10SIESeries 3Series 31Series 7
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Morgan Stanley
Firm CRD: 149777
SEC number: 801-70103
Assets under management: $2.0T as of Jun 30, 2026
Website: www.morganstanley.com ↗
Phone: 914-225-5510
Firm location: Purchase, NY, 10577-2530

Employment history (6)

From the source registration record · current first

Morgan StanleyCurrent
Centerville, OH · IA capacity

Mar 19, 2010 → present
Ubs Financial Services Inc.
IA capacity

Feb 21, 2006 → Mar 12, 2010
Ubs Financial Services Inc.
BD capacity

Jun 17, 2005 → Mar 12, 2010
Legg Mason Wood Walker, Incorporated
BD capacity

Jul 18, 2001 → Jun 17, 2005
Mcdonald Investments Inc.
BD capacity

Aug 22, 1995 → May 31, 2001
Painewebber Incorporated
BD capacity

May 2, 1995 → Sep 27, 1995

Source & corrections

Where this page comes from

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