LR
LR

Lisa Rinzler-Lubel

41 Years of Experience
Atlanta, GA
Broker

Lisa Rinzler-Lubel is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lisa is a sole proprietor/owner/partner of a rental property in Santa Rosa Beach, FL, since 2017. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 2 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 1989 - March 2017 · 27 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1984 - March 2017 · 32 yrs 9 mos
State Registrations13 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.