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Lawrence Liebman

42 Years of Experience
Mount Laurel, NJ
1 DisclosureBroker

Lawrence Liebman is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 42 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2008
Closed-No Action
Other Business Activities

Lawrence manages family real estate holdings and is involved in various investment-related entities, including serving as president, general partner/manager, and sole proprietor/owner for multiple real estate properties and trusts. These activities involve minimal time commitment outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2002 - June 2009 · 7 yrs 1 mo
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
October 1986 - February 1988 · 1 yr 4 mos
Dean Witter Reynolds INC.Broker
January 1984 - October 1986 · 2 yrs 9 mos
State Registrations31 states
AZCACOCTDCDEFLGAIDILKSKYLAMAMDNCNENJNMNVNYOKORPARISCTXUTVAVTWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lawrence Liebman - Financial Advisor | TrueAdvisor