LG
LG
Lionel Goldberg
39 Years of Experience
Garden City, NY
1 DisclosureBroker
Lionel Goldberg is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 39 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2023Denied
Other Business Activities
Lionel is a partner in Shmona LLC, a real estate business, since 1997. He also serves as a trustee/co-trustee for a trust since 2005, handling check signing, investment decisions, and estate administration.
Employment History
Current Registrations
Morgan Stanley
June 2021 - Present · 4 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
August 2000 - June 2009 · 8 yrs 10 mos
Prudential Securities IncorporatedBroker
October 1986 - August 2000 · 13 yrs 10 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.