Tara
Lubin

About this Advisor

Tara Lubin is a financial advisor located in New York, New York. Currently a registered advisor with Morgan Stanley, Lubin has 17 years of work experience. Lubin maintains a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Lubin is able to serve clients based out of Connecticut and Texas. Throughout their career, Lubin has worked at Conrad Capital Management, Marist College, Merrill Lynch, Pierce, Fenner & Smith Inc, Fidelity Investments, Lewis Public Relations, Marist College/Beach Street Middle School, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Na and Morgan Stanley. Morgan Stanley is headquartered in New York, New York, and has 702 other locations throughout the country. Overall, Morgan Stanley oversees $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management places it among the largest investment advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.