Robert
Lipman

Morgan Stanley

CRD#1673529
Investment Advisor
in Seattle, WA

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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

Series 66

Years of Experience

15 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

2 Union Square 601 Union Street
Seattle, WA 98101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

WA Average: $7,464,549,021
Total Number of Employees

25,600

WA Average: 88
Total Number of Accounts

1,863,328

WA Average: 3,892
Average Account Size

$485,315

WA Average: $1,917,921

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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
  • Other

Robert Lipman Work History

Robert has 15 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, N.A

2011 - Present (10 years)

Morgan Stanley Smith Barney LLC

2005 - 2011 (6 years)

Ubs Financial Services

Disclosures

Robert Lipman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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