Lisbeth Stuart is a registered investment advisor at Morgan Stanley, based in Wellesley, MA, with 27 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
Loading...
Location
112 Worcester Street, Wellesley, MA, 02481
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs
Morgan StanleyBroker
May 2010 - Present · 16 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
March 2009 - May 2010 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2008 - September 2008 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - September 2008 · 9 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1993 - June 1994 · 6 mos
State Registrations39 states
ALAZCACOCTDCDEFLGAHIIAILLAMAMDMEMIMNMONCNDNHNJNMNVNYOHPARISCTNTXUTVAVTVirgin IslandsWAWIWV
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.