Timothy Lilleboe
Timothy Lilleboe is a registered investment advisor at Morgan Stanley, based in East Lansing, MI, with 42 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2900 West Road, Suite 300, East Lansing, MI, 48823
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2023Customer Dispute
July 2001Customer Dispute
July 2001Other Business Activities
Timothy inherited mineral rights from SM Energy, a drilling company, in Colorado in 2014. He spends no time on this activity during or after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations31 states
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
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