PL
PL

Paul Luebbe

23 Years of Experience
Reston, VA
Broker

Paul Luebbe is a registered investment advisor at Morgan Stanley, based in Reston, VA, with 23 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
Loading...

Location

11951 Freedom Drive, Suite 1200, Reston, VA, 20190

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Paul works as a freelance musician, dedicating minimal time outside of business hours to this pursuit. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 2003 - April 2007 · 4 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 2003 - April 2007 · 4 yrs 3 mos
State Registrations31 states
ALAZCACOCTDCFLGAHIIAILINLAMAMDMEMSNCNHNJNMNYORPASCTNTXUTVAWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Paul Luebbe - Financial Advisor | TrueAdvisor