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Timothy Lilleboe
41 Years of Experience
East Lansing, MI
3 DisclosuresBroker
Timothy Lilleboe is a registered investment advisor at Morgan Stanley, based in East Lansing, MI, 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
2900 West Road, Suite 300, East Lansing, MI, 48823
Get directionsHistory
Regulatory History (3)
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Customer Dispute
November 2023Denied
Customer Dispute
July 2001Denied
Customer Dispute
July 2001Settled
Other 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
October 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
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
June 1984 - February 1988 · 3 yrs 8 mos
State Registrations31 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.