Brian Lippert is a registered investment advisor at Morgan Stanley, based in Canton, OH, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4455 Dressler Road, Suite 202, Canton, OH, 44718
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian serves as an executor/co-executor for two estates since January 2025, dedicating minimal time outside of business hours. These activities involve estate administration and investment decisions/advice.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.Broker
Mcdonald Investments INC.
Key Investments INC.Broker
Society Investments, INC.Broker
Banc One Securities CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations23 states
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