Lee Cabelof is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 37 years of industry experience. Lee is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2001Customer Dispute
February 2001Customer Dispute
November 2000Customer Dispute
November 2000Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Banc One Securities Corporation
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
PNC Brokerage CORPBroker
Gna Securities, INC.Broker
Liberty Securities CorporationBroker
Pamco Securities and Insurance ServicesBroker
State Registrations30 states
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
More Advisors
- Nicole Moten, CFPMorgan Stanley
- Virginia WiselyMorgan Stanley
- Rachel DeferMorgan Stanley
- Glen Young, CFPMorgan Stanley
- Jeffrey HoppieMorgan Stanley
- Michelle LivelyMorgan Stanley