Lisa Lubar is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 27 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
5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328
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Regulatory History (1)
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Customer Dispute
December 2000Denied
Other Business Activities
Lisa owns rental real estate in Rockford, Alabama, since 2020, dedicating minimal time outside of business hours to property management. She also serves as an executor/co-executor in Lanett, Alabama, since 2022, dedicating minimal time to this activity.
Employment History
Current Registrations
Morgan Stanley
March 2017 - Present · 9 yrs 6 mos
Morgan StanleyBroker
March 2017 - Present · 9 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2015 - March 2017 · 2 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2015 - March 2017 · 2 yrs
UBS Financial Services INC.Broker
October 2010 - April 2015 · 4 yrs 6 mos
UBS Financial Services INC.
October 2010 - April 2015 · 4 yrs 6 mos
Morgan Keegan & Company, INC.
August 2009 - October 2010 · 1 yr 2 mos
Morgan Keegan & Company, INC.Broker
July 2009 - October 2010 · 1 yr 3 mos
Wachovia Securities, LLC
April 2006 - May 2008 · 2 yrs 1 mo
Wachovia Securities, LLCBroker
April 2006 - May 2008 · 2 yrs 1 mo
Citigroup Global Markets INC.
April 2003 - April 2006 · 3 yrs
Citigroup Global Markets INC.Broker
March 2001 - April 2006 · 5 yrs 1 mo
The Robinson-Humphrey Company, LLCBroker
August 1997 - January 2002 · 4 yrs 5 mos
State Registrations21 states
ALCACODCFLGAILINMNMSNCNJNMNVNYORSCTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.