Lisa Lubar is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 27 years of industry experience. Lisa 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
5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328
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Regulatory History (1)
Customer Dispute
December 2000Other 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
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
The Robinson-Humphrey Company, LLCBroker
State Registrations21 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
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