Maria Lipton is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 17 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
200 South Biscayne Boulevard, Suite 1100, PWM - Latin America, Miami, FL, 33131
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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 →Employment History
Current Registrations
Morgan Stanley
October 2009 - Present · 16 yrs 7 mos
Morgan StanleyBroker
October 2009 - Present · 16 yrs 7 mos
Previous Registrations
UBS International INC.
August 2009 - October 2009 · 2 mos
UBS International INC.Broker
January 2009 - October 2009 · 9 mos
State Registrations35 states
AZCACOCTDCDEFLGAHIILKYMAMDMIMNMOMTNCNHNJNVNYOHPAPRSCSDTNTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.