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Andrew Lindenbaum

1 Year of Experience
Sea Girt, NJ
Broker

Andrew Lindenbaum is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 1 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

2150 Highway 35, Suite 200, Sea Girt, NJ, 08750

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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.

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Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 2 mos
Morgan StanleyBroker
January 2025 - Present · 1 yr 4 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Andrew Lindenbaum - Financial Advisor | TrueAdvisor