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Matthew Liebman

26 Years of Experience
Boca Raton, FL
2 DisclosuresBroker

Matthew Liebman is a registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 26 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

1801 North Military Trail, Suite 300, Boca Raton, FL, 33431

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History

Regulatory History (2)
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Customer Dispute
March 2015
Settled
Customer Dispute
June 2002
Closed-No Action
Other Business Activities

Matthew is the manager and member of SoFlo Ski Bunnies, LLC, a rental property holding company, spending minimal time on it. He also owns Triple R Trading, selling tactical gear and equipment, dedicating minimal time to it outside business hours, and is associated with the Harvey Harris Revocable Trust.

Employment History
Current Registrations
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 1999 - October 2024 · 24 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1999 - October 2024 · 24 yrs 10 mos
Gkn Securities CORP.Broker
July 1999 - November 1999 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.