About this Advisor
Robert Lipman is a financial advisor who works in Seattle, Washington, who has 15 years of work experience. Lipman is on the advisory team at Morgan Stanley. Throughout their career, they have worked at Ubs Financial Services, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Lipman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Washington. Morgan Stanley is a business headquartered in Seattle, Washington. The investment advisory business has offices in 726 locations and a total of 25,600 advisors. It administers $904 billion in total assets among its 1,863,328 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 313 charitable organizations. Of its 1,863,328 accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. The company performs a number of services, including 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. Financial advisory fees largely vary depending on the services offered. Fees billed by Morgan Stanley can consist of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Robert Lipman Work History
Robert has 15 years of experience.
Morgan Stanley Private Bank, N.A
Morgan Stanley Smith Barney LLC
Ubs Financial Services
Robert Lipman has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Morgan Stanley
Newtown Square, PA
Newport Beach, CA
Newport Beach, CA