Jay Lipman is a registered investment advisor at Morgan Stanley, based in New York, NY, with 38 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
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Regulatory History (1)
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Customer Dispute
January 2023Denied
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
August 2000 - June 2010 · 9 yrs 10 mos
UBS Financial Services INC.Broker
January 1995 - June 2010 · 15 yrs 5 mos
Kidder, Peabody & CO. IncorporatedBroker
April 1987 - January 1995 · 7 yrs 9 mos
State Registrations14 states
CACTDCDEFLHIMANCNJNYOKPASCWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.