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Gary Liebel

39 Years of Experience
Erie, PA
Broker

Gary Liebel is a registered investment advisor at Morgan Stanley, based in Erie, PA, 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

100 State Street, Suite 430, Erie, PA, 16507

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gary is the Vice President of Presque Isle Boat Tours Inc. and a partner in both Lake Front Realty LLC and 3100 Realty Inc/Chubby Boys Double Scoop Incorporated, dedicating minimal time outside of business hours to these ventures. Gary also owns Lake Front Lounge DBA Woodys BARge and Grill.

Employment History
Current Registrations
Morgan Stanley
May 2011 - Present · 15 yrs 4 mos
Morgan Stanley
May 2011 - Present · 15 yrs 4 mos
Morgan StanleyBroker
May 2011 - Present · 15 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
September 1997 - May 2011 · 13 yrs 8 mos
UBS Financial Services INC.Broker
September 1994 - May 2011 · 16 yrs 8 mos
Prudential Securities IncorporatedBroker
January 1990 - September 1994 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1987 - January 1990 · 3 yrs
State Registrations28 states
AZCACOCTDCFLGAILINKYLAMAMDMIMONCNJNMNYOHORPASCTXVAWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.